HLLVX Mutual Fund

NAV$10.80

AUM$2.0B

TER0.34%

Holdings1,681

HLLVX Mutual Fund

NAV$10.80

JPMorgan Short Duration Bond Fund Class I

AUM$2.0B

TER0.34%

Holdings1,681

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Holdings Overlap Analysis

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

HLLVX Mutual Fund Overlap Analysis

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

HLLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1681 holdings, HLLVX may share significant positions with broad-market funds.

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