HSMIX Mutual Fund

TER0.97%

Holdings302

HSMIX Mutual Fund

Horizon Multi-Factor Small/Mid Cap Fund Institutional Class

TER0.97%

Holdings302

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HSMIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HSMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HSMIX Mutual Fund Overlap Analysis

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

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

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