HFCGX Mutual Fund
HFCGX Mutual Fund
NAV$37.05
AUM$254M
TER1.32%
Holdings52
See how much of HFCGX you already own
HFCGX Mutual Fund
NAV$37.05
Hennessy Cornerstone Growth Fund Inv Cl
AUM$254M
TER1.32%
Holdings52
See how much of HFCGX you already own
HFCGX Mutual Fund Overlap Analysis
HFCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HFCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, HFCGX may share significant positions with broad-market funds.
HFCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HFCGX tax-loss harvesting finds highly correlated but non-identical funds.