HNVIX Mutual Fund
NAV$43.46
AUM$140M
TER0.99%
Holdings55
HNVIX Mutual Fund
NAV$43.46
Heartland Value Plus Fund Insti Class Shs
AUM$140M
TER0.99%
Holdings55

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HNVIX Mutual Fund Overlap Analysis
HNVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HNVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, HNVIX may share significant positions with broad-market funds.
HNVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HNVIX tax-loss harvesting finds highly correlated but non-identical funds.