HTFAX Mutual Fund

NAV$44.25

AUM$7M

TER1.37%

Holdings8

HTFAX Mutual Fund

NAV$44.25

Horizon Tactical Fixed Income Fund Class Advisor

AUM$7M

TER1.37%

Holdings8

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Holdings Overlap Analysis

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

HTFAX Mutual Fund Overlap Analysis

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

HTFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, HTFAX may share significant positions with broad-market funds.

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