HGASX Mutual Fund
HGASX Mutual Fund
NAV$28.81
AUM$67M
TER0.67%
Holdings47
See how much of HGASX you already own
HGASX Mutual Fund
NAV$28.81
Hennessy Gas Utility Fund Institutional Class
AUM$67M
TER0.67%
Holdings47
See how much of HGASX you already own
HGASX Mutual Fund Overlap Analysis
HGASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HGASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, HGASX may share significant positions with broad-market funds.
HGASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HGASX tax-loss harvesting finds highly correlated but non-identical funds.