HSTIX Mutual Fund
HSTIX Mutual Fund
NAV$55.39
AUM$320M
Holdings1
HSTIX Mutual Fund
NAV$55.39
Homestead Stock Index Fund
AUM$320M
Holdings1
HSTIX Mutual Fund Overlap Analysis
HSTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HSTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, HSTIX may share significant positions with broad-market funds.
HSTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HSTIX tax-loss harvesting finds highly correlated but non-identical funds.