HRSIX Mutual Fund
HRSIX Mutual Fund
NAV$111.44
AUM$2.3B
TER0.97%
Holdings115
See how much of HRSIX you already own
HRSIX Mutual Fund
NAV$111.44
Hood River Small Cap Growth Fund Retirement Class
AUM$2.3B
TER0.97%
Holdings115
See how much of HRSIX you already own
HRSIX Mutual Fund Overlap Analysis
HRSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HRSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, HRSIX may share significant positions with broad-market funds.
HRSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HRSIX tax-loss harvesting finds highly correlated but non-identical funds.