HIMVX Mutual Fund
HIMVX Mutual Fund
NAV$34.53
AUM$216M
TER1.19%
Holdings181
See how much of HIMVX you already own
HIMVX Mutual Fund
NAV$34.53
Harbor Mid Cap Value Fund Investor Class
AUM$216M
TER1.19%
Holdings181
See how much of HIMVX you already own
HIMVX Mutual Fund Overlap Analysis
HIMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HIMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 181 holdings, HIMVX may share significant positions with broad-market funds.
HIMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HIMVX tax-loss harvesting finds highly correlated but non-identical funds.