HOTAX Mutual Fund
HOTAX Mutual Fund
NAV$9.73
AUM$7,767.7
TER1.40%
Holdings100
See how much of HOTAX you already own
HOTAX Mutual Fund
NAV$9.73
Holbrook Total Return Fund Class A
AUM$7,767.7
TER1.40%
Holdings100
See how much of HOTAX you already own
HOTAX Mutual Fund Overlap Analysis
HOTAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HOTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification.
HOTAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HOTAX tax-loss harvesting finds highly correlated but non-identical funds.