HSFNX Mutual Fund
HSFNX Mutual Fund
NAV$31.29
AUM$69M
TER1.65%
Holdings27
See how much of HSFNX you already own
HSFNX Mutual Fund
NAV$31.29
Hennessy Small Cap Financial Fund Investor Class
AUM$69M
TER1.65%
Holdings27
See how much of HSFNX you already own
HSFNX Mutual Fund Overlap Analysis
HSFNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HSFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, HSFNX may share significant positions with broad-market funds.
HSFNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HSFNX tax-loss harvesting finds highly correlated but non-identical funds.