HLCTX Mutual Fund Analysis & Holdings | MarketXLS

HLCTX Mutual Fund

NAV$9.93

AUM$49M

TER0.80%

Holdings55

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HLCTX Mutual Fund

NAV$9.93

Harding Loevner International Carbon Transition Equity Portfolio Institutional Class

AUM$49M

TER0.80%

Holdings55

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

HLCTX Mutual Fund Overlap Analysis

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

HLCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, HLCTX may share significant positions with broad-market funds.

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