HTDCX Mutual Fund Holdings Overlap Calculator | MarketXLS

HTDCX Mutual Fund

NAV$15.26

AUM$266,604.88

TER2.62%

Holdings14

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HTDCX Mutual Fund

NAV$15.26

Tactical Dividend and Momentum Fund Class C

AUM$266,604.88

TER2.62%

Holdings14

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

Compare With

🔍

Discover Portfolio Overlap

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

HTDCX Mutual Fund Overlap Analysis

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

HTDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, HTDCX may share significant positions with broad-market funds.

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