HDOGX Mutual Fund
HDOGX Mutual Fund
NAV$16.10
AUM$52M
TER3.25%
Holdings20
See how much of HDOGX you already own
HDOGX Mutual Fund
NAV$16.10
Hennessy Total Return Fund Inv Cl
AUM$52M
TER3.25%
Holdings20
See how much of HDOGX you already own
HDOGX Mutual Fund Overlap Analysis
HDOGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HDOGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, HDOGX may share significant positions with broad-market funds.
HDOGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HDOGX tax-loss harvesting finds highly correlated but non-identical funds.