HCMPX Mutual Fund

NAV$22.15

AUM$764M

TER2.72%

Holdings59

HCMPX Mutual Fund

NAV$22.15

HCM Sector Plus Fund Investor Class

AUM$764M

TER2.72%

Holdings59

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Holdings Overlap Analysis

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

HCMPX Mutual Fund Overlap Analysis

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

HCMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, HCMPX may share significant positions with broad-market funds.

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