HROAX Mutual Fund

NAV$11.87

AUM$60,000

TER2.50%

Holdings37

See how much of HROAX you already own

Just $25 once·$99/mo·Download sample

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HROAX Mutual Fund

NAV$11.87

Fintrust Income and Opportunity Fund Class A

AUM$60,000

TER2.50%

Holdings37

See how much of HROAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

HROAX Mutual Fund Overlap Analysis

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

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

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