HLGEX Mutual Fund

NAV$50.58

AUM$2.2B

TER0.84%

Holdings112

HLGEX Mutual Fund

NAV$50.58

JPMorgan Mid Cap Growth Fund Class I

AUM$2.2B

TER0.84%

Holdings112

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Holdings Overlap Analysis

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

HLGEX Mutual Fund Overlap Analysis

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

HLGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, HLGEX may share significant positions with broad-market funds.

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