HUSIX Mutual Fund
HUSIX Mutual Fund
NAV$33.45
AUM$30M
TER1.68%
Holdings36
HUSIX Mutual Fund
NAV$33.45
Huber Small Cap Value Fund Investor Class
AUM$30M
TER1.68%
Holdings36
HUSIX Mutual Fund Overlap Analysis
HUSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, HUSIX may share significant positions with broad-market funds.
HUSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HUSIX tax-loss harvesting finds highly correlated but non-identical funds.