HCSRX Mutual Fund

NAV$17.22

TER0.41%

Holdings1,204

HCSRX Mutual Fund

NAV$17.22

The Catholic SRI Growth Portfolio, HC Capital Trust HC Strategic Shares

TER0.41%

Holdings1,204

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Holdings Overlap Analysis

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

HCSRX Mutual Fund Overlap Analysis

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

HCSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1204 holdings, HCSRX may share significant positions with broad-market funds.

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