HFCVX Mutual Fund

NAV$25.91

AUM$324M

TER1.21%

Holdings51

HFCVX Mutual Fund

NAV$25.91

Hennessy Cornerstone Value Fund Investor Class

AUM$324M

TER1.21%

Holdings51

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Holdings Overlap Analysis

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

HFCVX Mutual Fund Overlap Analysis

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

HFCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, HFCVX may share significant positions with broad-market funds.

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