HAMGX Mutual Fund Analysis & Holdings | MarketXLS

HAMGX Mutual Fund

NAV$1.00

AUM$2.6B

TER0.83%

Holdings74

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HAMGX Mutual Fund

NAV$1.00

Harbor Disruptive Innovation Fund Institutional Class

AUM$2.6B

TER0.83%

Holdings74

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HAMGX Mutual Fund Overlap Analysis

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

HAMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, HAMGX may share significant positions with broad-market funds.

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