HFCIX Mutual Fund Holdings Overlap Calculator | MarketXLS

HFCIX Mutual Fund

NAV$41.27

AUM$148M

TER1.10%

Holdings24

See what you own twice

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

Check my overlap

HFCIX Mutual Fund

NAV$41.27

Hennessy Focus Fund Institutional Class

AUM$148M

TER1.10%

Holdings24

See what you own twice

Check HFCIX 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 HFCIX 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 HFCIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HFCIX Mutual Fund Overlap Analysis

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

HFCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, HFCIX may share significant positions with broad-market funds.

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