HCMDX Mutual Fund
HCMDX Mutual Fund
NAV$32.18
AUM$715M
TER2.73%
Holdings29
See how much of HCMDX you already own
HCMDX Mutual Fund
NAV$32.18
HCM Tactical Plus Fund Class C
AUM$715M
TER2.73%
Holdings29
See how much of HCMDX you already own
HCMDX Mutual Fund Overlap Analysis
HCMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HCMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, HCMDX may share significant positions with broad-market funds.
HCMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HCMDX tax-loss harvesting finds highly correlated but non-identical funds.