HAMVX Mutual Fund

NAV$34.43

AUM$254M

TER0.85%

Holdings181

HAMVX Mutual Fund

NAV$34.43

Harbor Mid Cap Value Fund Insti Cl

AUM$254M

TER0.85%

Holdings181

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Holdings Overlap Analysis

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

HAMVX Mutual Fund Overlap Analysis

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

HAMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 181 holdings, HAMVX may share significant positions with broad-market funds.

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