HIMZX Mutual Fund

NAV$10.66

AUM$58M

TER0.75%

Holdings559

HIMZX Mutual Fund

NAV$10.66

Virtus Newfleet Low Duration Core Plus Bond Fund Class A

AUM$58M

TER0.75%

Holdings559

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Holdings Overlap Analysis

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

HIMZX Mutual Fund Overlap Analysis

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

HIMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 559 holdings, HIMZX may share significant positions with broad-market funds.

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