HSCVX Mutual Fund Analysis & Holdings | MarketXLS

HSCVX Mutual Fund

NAV$15.24

AUM$65M

TER0.91%

Holdings63

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HSCVX Mutual Fund

NAV$15.24

Hunter Small Cap Value Fund Class I

AUM$65M

TER0.91%

Holdings63

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

Compare With

🔍

Discover Portfolio Overlap

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

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.