TOIXX Mutual Fund Analysis & Holdings | MarketXLS

TOIXX Mutual Fund

NAV$1.00

AUM$28.6B

TER0.20%

Holdings99

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TOIXX Mutual Fund

NAV$1.00

Federated Hermes Treasury Obligations Fund Institutional Class

AUM$28.6B

TER0.20%

Holdings99

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

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.