HCAIX Mutual Fund Analysis & Holdings | MarketXLS

HCAIX Mutual Fund

NAV$114.24

AUM$216M

TER1.01%

Holdings45

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HCAIX Mutual Fund

NAV$114.24

Harbor Capital Appreciation Fund Investor Class

AUM$216M

TER1.01%

Holdings45

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HCAIX Mutual Fund Overlap Analysis

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

HCAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, HCAIX may share significant positions with broad-market funds.

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