HRSMX Mutual Fund Analysis & Holdings | MarketXLS

HRSMX Mutual Fund

NAV$113.48

AUM$3.5B

TER1.07%

Holdings115

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HRSMX Mutual Fund

NAV$113.48

Hood River Small Cap Growth Fund Institutional Class

AUM$3.5B

TER1.07%

Holdings115

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare HRSMX 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 HRSMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HRSMX Mutual Fund Overlap Analysis

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

HRSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, HRSMX may share significant positions with broad-market funds.

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