HJSIX Mutual Fund
NAV$21.75
AUM$97M
TER1.11%
Holdings66
HJSIX Mutual Fund
NAV$21.75
Hennessy Japan Small Cap Fund Institutional Class
AUM$97M
TER1.11%
Holdings66

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HJSIX Mutual Fund Overlap Analysis
HJSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HJSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, HJSIX may share significant positions with broad-market funds.
HJSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HJSIX tax-loss harvesting finds highly correlated but non-identical funds.