HOVLX Mutual Fund
HOVLX Mutual Fund
NAV$59.65
AUM$1.2B
TER0.62%
Holdings53
See how much of HOVLX you already own
HOVLX Mutual Fund
NAV$59.65
Homestead Value Fund
AUM$1.2B
TER0.62%
Holdings53
See how much of HOVLX you already own
HOVLX Mutual Fund Overlap Analysis
HOVLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HOVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, HOVLX may share significant positions with broad-market funds.
HOVLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HOVLX tax-loss harvesting finds highly correlated but non-identical funds.