HFLGX Mutual Fund Analysis & Holdings | MarketXLS

HFLGX Mutual Fund

NAV$13.43

AUM$127M

TER1.29%

Holdings51

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HFLGX Mutual Fund

NAV$13.43

Hennessy Cornerstone Large Growth Fund Investor Class

AUM$127M

TER1.29%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HFLGX Mutual Fund Overlap Analysis

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

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

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