HUSIX Mutual Fund
HUSIX Mutual Fund
NAV$33.13
AUM$29M
TER1.68%
Holdings36
See how much of HUSIX you already own
HUSIX Mutual Fund
NAV$33.13
Huber Small Cap Value Fund Investor Class
AUM$29M
TER1.68%
Holdings36
See how much of HUSIX you already own
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.