HCYIX Mutual Fund

NAV$18.40

AUM$129M

TER1.04%

Holdings103

HCYIX Mutual Fund

NAV$18.40

Hilton Tactical Income Fund Institutional Class

AUM$129M

TER1.04%

Holdings103

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare HCYIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HCYIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HCYIX Mutual Fund Overlap Analysis

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

HCYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, HCYIX may share significant positions with broad-market funds.

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