HYMIX Mutual Fund Analysis & Holdings | MarketXLS

HYMIX Mutual Fund

NAV$10.61

AUM$179M

TER0.64%

Holdings602

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HYMIX Mutual Fund

NAV$10.61

Lord Abbett High Income Municipal Bond Fund Class I

AUM$179M

TER0.64%

Holdings602

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

HYMIX Mutual Fund Overlap Analysis

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

HYMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 602 holdings, HYMIX may share significant positions with broad-market funds.

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