HILFX Mutual Fund
HILFX Mutual Fund
NAV$35.41
AUM$7M
TER1.55%
Holdings26
HILFX Mutual Fund
NAV$35.41
Hennessy Large Cap Financial Fund Institutional Class
AUM$7M
TER1.55%
Holdings26
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.