HLEMX Mutual Fund Analysis & Holdings | MarketXLS

HLEMX Mutual Fund

NAV$23.45

AUM$49M

TER1.14%

Holdings70

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HLEMX Mutual Fund

NAV$23.45

Harding Loevner Emerging Markets Portfolio Advisor Class

AUM$49M

TER1.14%

Holdings70

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

HLEMX Mutual Fund Overlap Analysis

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

HLEMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, HLEMX may share significant positions with broad-market funds.

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