HIMDX Mutual Fund Analysis & Holdings | MarketXLS

HIMDX Mutual Fund

NAV$28.27

AUM$821M

TER0.98%

Holdings31

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HIMDX Mutual Fund

NAV$28.27

Hennessy Cornerstone Mid Cap 30 Fund Institutional Class

AUM$821M

TER0.98%

Holdings31

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

HIMDX Mutual Fund Overlap Analysis

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

HIMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, HIMDX may share significant positions with broad-market funds.

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