HWCCX Mutual Fund Analysis & Holdings | MarketXLS

HWCCX Mutual Fund

NAV$31.31

AUM$585,816.24

TER1.80%

Holdings71

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HWCCX Mutual Fund

NAV$31.31

Hotchkis and Wiley Large Cap Disciplined Value Fund Class C

AUM$585,816.24

TER1.80%

Holdings71

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

HWCCX Mutual Fund Overlap Analysis

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

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

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