HSMBX Mutual Fund

NAV$46.89

AUM$6M

TER1.24%

Holdings302

HSMBX Mutual Fund

NAV$46.89

Horizon Multi-Factor Small/Mid Cap Fund Advisor Class

AUM$6M

TER1.24%

Holdings302

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Holdings Overlap Analysis

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

HSMBX Mutual Fund Overlap Analysis

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

HSMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 302 holdings, HSMBX may share significant positions with broad-market funds.

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