HFMDX Mutual Fund

NAV$26.50

AUM$466M

TER1.34%

Holdings31

HFMDX Mutual Fund

NAV$26.50

Hennessy Cornerstone Mid Cap 30 Fund Invoice Class

AUM$466M

TER1.34%

Holdings31

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Holdings Overlap Analysis

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

HFMDX Mutual Fund Overlap Analysis

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

HFMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, HFMDX may share significant positions with broad-market funds.

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