HTFXX Mutual Fund
HTFXX Mutual Fund
NAV$1.00
AUM$1.3B
TER0.20%
Holdings50
HTFXX Mutual Fund
NAV$1.00
HSBC US Treasury Money Market Fund Intermediary Service Class
AUM$1.3B
TER0.20%
Holdings50
HTFXX Mutual Fund Overlap Analysis
HTFXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HTFXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, HTFXX may share significant positions with broad-market funds.
HTFXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HTFXX tax-loss harvesting finds highly correlated but non-identical funds.