HRITX Mutual Fund Analysis & Holdings | MarketXLS

HRITX Mutual Fund

NAV$20.20

AUM$43M

TER1.16%

Holdings99

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HRITX Mutual Fund

NAV$20.20

Hood River International Opportunity Fund Class Retirement

AUM$43M

TER1.16%

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

HRITX Mutual Fund Overlap Analysis

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

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

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