HIOIX Mutual Fund Analysis & Holdings | MarketXLS

HIOIX Mutual Fund

NAV$12.67

AUM$15M

TER2.25%

Holdings37

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HIOIX Mutual Fund

NAV$12.67

Fintrust Income and Opportunity Fund Class I

AUM$15M

TER2.25%

Holdings37

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HIOIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HIOIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HIOIX Mutual Fund Overlap Analysis

HIOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HIOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, HIOIX may share significant positions with broad-market funds.

HIOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HIOIX tax-loss harvesting finds highly correlated but non-identical funds.