HRIIX Mutual Fund Analysis & Holdings | MarketXLS

HRIIX Mutual Fund

NAV$20.68

AUM$104M

TER1.51%

Holdings99

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HRIIX Mutual Fund

NAV$20.68

Hood River International Opportunity Fund Class Investor

AUM$104M

TER1.51%

Holdings99

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 HRIIX 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 HRIIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HRIIX Mutual Fund Overlap Analysis

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

HRIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, HRIIX may share significant positions with broad-market funds.

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