HSZCX Mutual Fund Holdings Overlap Calculator | MarketXLS

HSZCX Mutual Fund

NAV$3.10

AUM$420,605.26

TER2.50%

Holdings49

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HSZCX Mutual Fund

NAV$3.10

NexPoint Climate Tech Fund Class C

AUM$420,605.26

TER2.50%

Holdings49

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

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Discover Portfolio Overlap

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

HSZCX Mutual Fund Overlap Analysis

HSZCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HSZCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, HSZCX may share significant positions with broad-market funds.

HSZCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HSZCX tax-loss harvesting finds highly correlated but non-identical funds.