HCSRX Mutual Fund

NAV$17.99

TER0.41%

Holdings1,198

See how much of HCSRX you already own

Just $25 once·$69/mo·Download sample

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HCSRX Mutual Fund

NAV$17.99

The Catholic SRI Growth Portfolio, HC Capital Trust HC Strategic Shares

TER0.41%

Holdings1,198

See how much of HCSRX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

HCSRX Mutual Fund Overlap Analysis

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

HCSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1198 holdings, HCSRX may share significant positions with broad-market funds.

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