HWCAX Mutual Fund

NAV$35.16

AUM$42M

TER1.06%

Holdings71

See how much of HWCAX you already own

Just $25 once·$69/mo·Download sample

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HWCAX Mutual Fund

NAV$35.16

Hotchkis and Wiley Large Cap Disciplined Value Fund Class A

AUM$42M

TER1.06%

Holdings71

See how much of HWCAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HWCAX Mutual Fund Overlap Analysis

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

HWCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, HWCAX may share significant positions with broad-market funds.

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