HULFX Mutual Fund Analysis & Holdings | MarketXLS

HULFX Mutual Fund

NAV$10.52

AUM$15,430.44

TER0.76%

Holdings104

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HULFX Mutual Fund

NAV$10.52

Hawaiian Tax-Free Trust Class F

AUM$15,430.44

TER0.76%

Holdings104

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

HULFX Mutual Fund Overlap Analysis

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

HULFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, HULFX may share significant positions with broad-market funds.

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