HADRX Mutual Fund
HADRX Mutual Fund
NAV$91.75
AUM$14M
TER1.19%
Holdings516
See how much of HADRX you already own
HADRX Mutual Fund
NAV$91.75
Horizon Defined Risk Fund Advisor Class
AUM$14M
TER1.19%
Holdings516
See how much of HADRX you already own
HADRX Mutual Fund Overlap Analysis
HADRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HADRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 516 holdings, HADRX may share significant positions with broad-market funds.
HADRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HADRX tax-loss harvesting finds highly correlated but non-identical funds.