HLMEX Mutual Fund Analysis & Holdings | MarketXLS

HLMEX Mutual Fund

NAV$12.82

AUM$49M

TER1.05%

Holdings70

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HLMEX Mutual Fund

NAV$12.82

Harding Loevner Institutional Emerging Market Portfolio Institutional Class

AUM$49M

TER1.05%

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

HLMEX Mutual Fund Overlap Analysis

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

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

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