HUDIX Mutual Fund
HUDIX Mutual Fund
NAV$29.34
AUM$3M
TER1.16%
Holdings51
See how much of HUDIX you already own
HUDIX Mutual Fund
NAV$29.34
Huber Large Cap Value Fund Investor Class
AUM$3M
TER1.16%
Holdings51
See how much of HUDIX you already own
HUDIX Mutual Fund Overlap Analysis
HUDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HUDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, HUDIX may share significant positions with broad-market funds.
HUDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HUDIX tax-loss harvesting finds highly correlated but non-identical funds.