HTECX Mutual Fund
HTECX Mutual Fund
NAV$27.97
AUM$8M
TER1.24%
Holdings61
See how much of HTECX you already own
HTECX Mutual Fund
NAV$27.97
Hennessy Technology Fund Investor Class
AUM$8M
TER1.24%
Holdings61
See how much of HTECX you already own
HTECX Mutual Fund Overlap Analysis
HTECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HTECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, HTECX may share significant positions with broad-market funds.
HTECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HTECX tax-loss harvesting finds highly correlated but non-identical funds.