TOIXX Mutual Fund
TOIXX Mutual Fund
NAV$1.00
AUM$29.4B
TER0.20%
Holdings99
See how much of TOIXX you already own
TOIXX Mutual Fund
NAV$1.00
Federated Hermes Treasury Obligations Fund Institutional Class
AUM$29.4B
TER0.20%
Holdings99
See how much of TOIXX you already own
TOIXX Mutual Fund Overlap Analysis
TOIXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TOIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, TOIXX may share significant positions with broad-market funds.
TOIXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TOIXX tax-loss harvesting finds highly correlated but non-identical funds.