HDOGX Mutual Fund

NAV$15.03

AUM$50M

TER3.25%

Holdings20

HDOGX Mutual Fund

NAV$15.03

Hennessy Total Return Fund Inv Cl

AUM$50M

TER3.25%

Holdings20

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Holdings Overlap Analysis

Compare HDOGX 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 HDOGX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

HDOGX Mutual Fund Overlap Analysis

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

HDOGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, HDOGX may share significant positions with broad-market funds.

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