HESAX Mutual Fund Holdings Overlap Calculator | MarketXLS

HESAX Mutual Fund

NAV$46.52

AUM$49M

TER1.08%

Holdings300

See what you own twice

Check HESAX against your other funds. Free for up to 5.

Check my overlap

HESAX Mutual Fund

NAV$46.52

Horizon Defensive Core Fund Advisor Class

AUM$49M

TER1.08%

Holdings300

See what you own twice

Check HESAX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

HESAX Mutual Fund Overlap Analysis

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

HESAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 300 holdings, HESAX may share significant positions with broad-market funds.

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