HNDDX Mutual Fund
HNDDX Mutual Fund
NAV$85.53
AUM$172M
TER1.08%
Holdings206
HNDDX Mutual Fund
NAV$85.53
Horizon Equity Premium Income Fund Investor Class
AUM$172M
TER1.08%
Holdings206
HNDDX Mutual Fund Overlap Analysis
HNDDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HNDDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, HNDDX may share significant positions with broad-market funds.
HNDDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HNDDX tax-loss harvesting finds highly correlated but non-identical funds.