HCASX Mutual Fund Analysis & Holdings | MarketXLS

HCASX Mutual Fund

NAV$8.55

TER0.23%

Holdings1,707

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HCASX Mutual Fund

NAV$8.55

The US Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares

TER0.23%

Holdings1,707

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

HCASX Mutual Fund Overlap Analysis

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

HCASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1707 holdings, HCASX may share significant positions with broad-market funds.

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