HDPMX Mutual Fund
HDPMX Mutual Fund
NAV$92.16
AUM$275M
TER1.18%
Holdings36
See how much of HDPMX you already own
HDPMX Mutual Fund
NAV$92.16
Hodges Fund
AUM$275M
TER1.18%
Holdings36
See how much of HDPMX you already own
HDPMX Mutual Fund Overlap Analysis
HDPMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HDPMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, HDPMX may share significant positions with broad-market funds.
HDPMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HDPMX tax-loss harvesting finds highly correlated but non-identical funds.