HNTVX Mutual Fund
NAV$65.49
AUM$306M
TER0.94%
Holdings102
HNTVX Mutual Fund
NAV$65.49
Heartland Value Fund Insti Class Shs
AUM$306M
TER0.94%
Holdings102

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HNTVX Mutual Fund Overlap Analysis
HNTVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HNTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, HNTVX may share significant positions with broad-market funds.
HNTVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HNTVX tax-loss harvesting finds highly correlated but non-identical funds.