HADUX Mutual Fund
HADUX Mutual Fund
NAV$85.80
AUM$2M
TER1.24%
Holdings206
HADUX Mutual Fund
NAV$85.80
Horizon Equity Premium Income Fund Advisor Class
AUM$2M
TER1.24%
Holdings206
HADUX Mutual Fund Overlap Analysis
HADUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HADUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, HADUX may share significant positions with broad-market funds.
HADUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HADUX tax-loss harvesting finds highly correlated but non-identical funds.