HWCIX Mutual Fund

NAV$35.01

AUM$48M

TER0.80%

Holdings71

See how much of HWCIX you already own

Just $25 once·$69/mo·Download sample

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HWCIX Mutual Fund

NAV$35.01

Hotchkis and Wiley Large Cap Disciplined Value Fund Class I

AUM$48M

TER0.80%

Holdings71

See how much of HWCIX 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 HWCIX 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 HWCIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HWCIX Mutual Fund Overlap Analysis

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

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

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