HCMWX Mutual Fund

NAV$23.88

AUM$6,958.45

TER2.12%

Holdings59

HCMWX Mutual Fund

NAV$23.88

HCM Sector Plus Fund Class A1

AUM$6,958.45

TER2.12%

Holdings59

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Holdings Overlap Analysis

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

HCMWX Mutual Fund Overlap Analysis

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

HCMWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, HCMWX may share significant positions with broad-market funds.

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