HILFX Mutual Fund
HILFX Mutual Fund
NAV$35.58
AUM$7M
TER1.55%
Holdings26
See how much of HILFX you already own
HILFX Mutual Fund
NAV$35.58
Hennessy Large Cap Financial Fund Institutional Class
AUM$7M
TER1.55%
Holdings26
See how much of HILFX you already own
HILFX Mutual Fund Overlap Analysis
HILFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HILFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, HILFX may share significant positions with broad-market funds.
HILFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HILFX tax-loss harvesting finds highly correlated but non-identical funds.