HLEIX Mutual Fund

NAV$115.97

AUM$1.6B

TER0.20%

Holdings507

HLEIX Mutual Fund

NAV$115.97

JPMorgan Equity Index Fund Class I

AUM$1.6B

TER0.20%

Holdings507

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Holdings Overlap Analysis

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

HLEIX Mutual Fund Overlap Analysis

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

HLEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, HLEIX may share significant positions with broad-market funds.

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