HNVIX Mutual Fund
HNVIX Mutual Fund
NAV$43.82
AUM$144M
TER0.99%
Holdings55
See how much of HNVIX you already own
HNVIX Mutual Fund
NAV$43.82
Heartland Value Plus Fund Insti Class Shs
AUM$144M
TER0.99%
Holdings55
See how much of HNVIX you already own
HNVIX Mutual Fund Overlap Analysis
HNVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HNVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, HNVIX may share significant positions with broad-market funds.
HNVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HNVIX tax-loss harvesting finds highly correlated but non-identical funds.