HSCVX Mutual Fund
HSCVX Mutual Fund
NAV$14.88
AUM$66M
TER0.91%
Holdings63
See how much of HSCVX you already own
HSCVX Mutual Fund
NAV$14.88
Hunter Small Cap Value Fund Class I
AUM$66M
TER0.91%
Holdings63
See how much of HSCVX you already own
HSCVX Mutual Fund Overlap Analysis
HSCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HSCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, HSCVX may share significant positions with broad-market funds.
HSCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HSCVX tax-loss harvesting finds highly correlated but non-identical funds.