HFCGX Mutual Fund

NAV$37.06

AUM$252M

TER1.32%

Holdings52

HFCGX Mutual Fund

NAV$37.06

Hennessy Cornerstone Growth Fund Inv Cl

AUM$252M

TER1.32%

Holdings52

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Holdings Overlap Analysis

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

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.