HUDIX Mutual Fund
HUDIX Mutual Fund
NAV$29.56
AUM$3M
TER1.16%
Holdings51
HUDIX Mutual Fund
NAV$29.56
Huber Large Cap Value Fund Investor Class
AUM$3M
TER1.16%
Holdings51
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.