HTFIX Mutual Fund

TER1.12%

Holdings8

HTFIX Mutual Fund

Horizon Tactical Fixed Income Fund Institutional Class

TER1.12%

Holdings8

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Holdings Overlap Analysis

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

HTFIX Mutual Fund Overlap Analysis

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

HTFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, HTFIX may share significant positions with broad-market funds.

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