HLMRX Mutual Fund

NAV$19.10

AUM$49M

TER1.08%

Holdings79

HLMRX Mutual Fund

NAV$19.10

Harding Loevner International Small Companies Portfolio Institutional Class

AUM$49M

TER1.08%

Holdings79

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare HLMRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HLMRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HLMRX Mutual Fund Overlap Analysis

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

HLMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, HLMRX may share significant positions with broad-market funds.

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