HJPSX Mutual Fund Analysis & Holdings | MarketXLS

HJPSX Mutual Fund

NAV$22.90

AUM$43M

TER1.50%

Holdings61

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HJPSX Mutual Fund

NAV$22.90

Hennessy Japan Small Cap Fund Investor Class

AUM$43M

TER1.50%

Holdings61

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

HJPSX Mutual Fund Overlap Analysis

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

HJPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, HJPSX may share significant positions with broad-market funds.

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