HCIGX Mutual Fund Analysis & Holdings | MarketXLS

HCIGX Mutual Fund

NAV$17.40

TER0.17%

Holdings1,067

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HCIGX Mutual Fund

NAV$17.40

HC Capital Trust - The Institutional US Equity Portfolio

TER0.17%

Holdings1,067

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

HCIGX Mutual Fund Overlap Analysis

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

HCIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1067 holdings, HCIGX may share significant positions with broad-market funds.

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