FOIPX Mutual Fund
NAV$9.20
AUM$164M
TER0.49%
Holdings213
FOIPX Mutual Fund
NAV$9.20
Tributary Income Fund Institutional Plus Class
AUM$164M
TER0.49%
Holdings213
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FOIPX Mutual Fund Overlap Analysis
FOIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FOIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 213 holdings, FOIPX may share significant positions with broad-market funds.
FOIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOIPX tax-loss harvesting finds highly correlated but non-identical funds.