HXBIX Mutual Fund
HXBIX Mutual Fund
NAV$10.22
AUM$26M
TER0.58%
Holdings73
See how much of HXBIX you already own
HXBIX Mutual Fund
NAV$10.22
Virtus Seix Tax-Exempt Bond Fund I
AUM$26M
TER0.58%
Holdings73
See how much of HXBIX you already own
HXBIX Mutual Fund Overlap Analysis
HXBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HXBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, HXBIX may share significant positions with broad-market funds.
HXBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HXBIX tax-loss harvesting finds highly correlated but non-identical funds.