HMXAX Mutual Fund

NAV$31.10

AUM$2M

TER2.32%

Holdings39

See how much of HMXAX you already own

Just $25 once·$99/mo·Download sample

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HMXAX Mutual Fund

NAV$31.10

AlphaCentric Premium Opportunity Fund Class A

AUM$2M

TER2.32%

Holdings39

See how much of HMXAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HMXAX Mutual Fund Overlap Analysis

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

HMXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, HMXAX may share significant positions with broad-market funds.

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