HLIEX Mutual Fund

NAV$29.08

AUM$15.8B

TER0.70%

Holdings88

HLIEX Mutual Fund

NAV$29.08

JPMorgan Equity Income Fund Class I

AUM$15.8B

TER0.70%

Holdings88

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Holdings Overlap Analysis

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

HLIEX Mutual Fund Overlap Analysis

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

HLIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, HLIEX may share significant positions with broad-market funds.

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