HNDRX Mutual Fund

NAV$90.38

AUM$1.1B

TER1.04%

Holdings516

HNDRX Mutual Fund

NAV$90.38

Horizon Defined Risk Fund Investor Class

AUM$1.1B

TER1.04%

Holdings516

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Holdings Overlap Analysis

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

HNDRX Mutual Fund Overlap Analysis

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

HNDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 516 holdings, HNDRX may share significant positions with broad-market funds.

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