HFCIX Mutual Fund
NAV$38.87
AUM$150M
TER1.10%
Holdings25
HFCIX Mutual Fund
NAV$38.87
Hennessy Focus Fund Institutional Class
AUM$150M
TER1.10%
Holdings25

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HFCIX Mutual Fund Overlap Analysis
HFCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HFCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, HFCIX may share significant positions with broad-market funds.
HFCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HFCIX tax-loss harvesting finds highly correlated but non-identical funds.