HLMIX Mutual Fund Analysis & Holdings | MarketXLS

HLMIX Mutual Fund

NAV$32.21

AUM$49M

TER0.83%

Holdings68

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HLMIX Mutual Fund

NAV$32.21

Harding Loevner International Equity Portfolio Institutional Class

AUM$49M

TER0.83%

Holdings68

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

HLMIX Mutual Fund Overlap Analysis

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

HLMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, HLMIX may share significant positions with broad-market funds.

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