HRCIX Mutual Fund
HRCIX Mutual Fund
NAV$68.80
AUM$568M
TER0.73%
Holdings72
See how much of HRCIX you already own
HRCIX Mutual Fund
NAV$68.80
Carillon ClariVest Capital Appreciation Fund Class I
AUM$568M
TER0.73%
Holdings72
See how much of HRCIX you already own
HRCIX Mutual Fund Overlap Analysis
HRCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HRCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, HRCIX may share significant positions with broad-market funds.
HRCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HRCIX tax-loss harvesting finds highly correlated but non-identical funds.