HLMCX Mutual Fund Analysis & Holdings | MarketXLS

HLMCX Mutual Fund

NAV$6.76

AUM$49M

TER1.16%

Holdings47

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HLMCX Mutual Fund

NAV$6.76

Harding Loevner Chinese Equity Portfolio Class Institutional

AUM$49M

TER1.16%

Holdings47

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

HLMCX Mutual Fund Overlap Analysis

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

HLMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, HLMCX may share significant positions with broad-market funds.

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