HDCAX Mutual Fund

NAV$11.81

AUM$9M

TER1.86%

Holdings52

HDCAX Mutual Fund

NAV$11.81

Rational Equity Armor Fund Class A

AUM$9M

TER1.86%

Holdings52

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Holdings Overlap Analysis

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

HDCAX Mutual Fund Overlap Analysis

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

HDCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, HDCAX may share significant positions with broad-market funds.

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