HRNRX Mutual Fund

NAV$21.26

AUM$253M

TER0.85%

Holdings116

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HRNRX Mutual Fund

NAV$21.26

Hood River New Opportunities Fund Retirement Class

AUM$253M

TER0.85%

Holdings116

See how much of HRNRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HRNRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HRNRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HRNRX Mutual Fund Overlap Analysis

HRNRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HRNRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, HRNRX may share significant positions with broad-market funds.

HRNRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HRNRX tax-loss harvesting finds highly correlated but non-identical funds.