HTDXX Mutual Fund Analysis & Holdings | MarketXLS

HTDXX Mutual Fund

NAV$1.00

AUM$132M

TER0.50%

Holdings50

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HTDXX Mutual Fund

NAV$1.00

HSBC US Treasury Money Market Fund Class D Shs

AUM$132M

TER0.50%

Holdings50

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

HTDXX Mutual Fund Overlap Analysis

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

HTDXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, HTDXX may share significant positions with broad-market funds.

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