HOBIX Mutual Fund Analysis & Holdings | MarketXLS

HOBIX Mutual Fund

NAV$9.72

AUM$3.4B

TER1.05%

Holdings291

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HOBIX Mutual Fund

NAV$9.72

Holbrook Income Fund Class I

AUM$3.4B

TER1.05%

Holdings291

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

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Discover Portfolio Overlap

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

HOBIX Mutual Fund Overlap Analysis

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

HOBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 291 holdings, HOBIX may share significant positions with broad-market funds.

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