HWCCX Mutual Fund
HWCCX Mutual Fund
NAV$31.31
AUM$585,816.24
TER1.80%
Holdings73
See how much of HWCCX you already own
HWCCX Mutual Fund
NAV$31.31
Hotchkis and Wiley Large Cap Disciplined Value Fund Class C
AUM$585,816.24
TER1.80%
Holdings73
See how much of HWCCX you already own
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 73 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.