HNTVX Mutual Fund
HNTVX Mutual Fund
NAV$65.23
AUM$328M
TER0.94%
Holdings106
See how much of HNTVX you already own
HNTVX Mutual Fund
NAV$65.23
Heartland Value Fund Insti Class Shs
AUM$328M
TER0.94%
Holdings106
See how much of HNTVX you already own
HNTVX Mutual Fund Overlap Analysis
HNTVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HNTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, HNTVX may share significant positions with broad-market funds.
HNTVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HNTVX tax-loss harvesting finds highly correlated but non-identical funds.