HSZYX Mutual Fund Analysis & Holdings | MarketXLS

HSZYX Mutual Fund

NAV$6.65

AUM$782,121.64

TER1.50%

Holdings49

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HSZYX Mutual Fund

NAV$6.65

NexPoint Climate Tech Fund Class Y

AUM$782,121.64

TER1.50%

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 HSZYX 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 HSZYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HSZYX Mutual Fund Overlap Analysis

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

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

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