HSTIX Mutual Fund
HSTIX Mutual Fund
NAV$55.78
AUM$329M
Holdings1
See how much of HSTIX you already own
HSTIX Mutual Fund
NAV$55.78
Homestead Stock Index Fund
AUM$329M
Holdings1
See how much of HSTIX you already own
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.