HFCIX Mutual Fund
HFCIX Mutual Fund
NAV$37.52
AUM$135M
TER1.10%
Holdings24
See how much of HFCIX you already own
HFCIX Mutual Fund
NAV$37.52
Hennessy Focus Fund Institutional Class
AUM$135M
TER1.10%
Holdings24
See how much of HFCIX you already own
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.