ISHIX Mutual Fund Analysis & Holdings | MarketXLS

ISHIX Mutual Fund

NAV$8.38

AUM$39M

TER0.86%

Holdings401

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ISHIX Mutual Fund

NAV$8.38

Federated Hermes Corporate Bond Fund Class F

AUM$39M

TER0.86%

Holdings401

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

ISHIX Mutual Fund Overlap Analysis

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

ISHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 401 holdings, ISHIX may share significant positions with broad-market funds.

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