HFCSX Mutual Fund
HFCSX Mutual Fund
NAV$38.48
AUM$339M
TER1.48%
Holdings24
See how much of HFCSX you already own
HFCSX Mutual Fund
NAV$38.48
Hennessy Focus Fund Investor Class
AUM$339M
TER1.48%
Holdings24
See how much of HFCSX you already own
HFCSX Mutual Fund Overlap Analysis
HFCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HFCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, HFCSX may share significant positions with broad-market funds.
HFCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HFCSX tax-loss harvesting finds highly correlated but non-identical funds.