HLMVX Mutual Fund

NAV$34.07

AUM$49M

TER0.86%

Holdings61

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HLMVX Mutual Fund

NAV$34.07

Harding Loevner Global Equity Portfolio Institutional Class

AUM$49M

TER0.86%

Holdings61

See inside every fund you own

$99/yr 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 HLMVX 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 HLMVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HLMVX Mutual Fund Overlap Analysis

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

HLMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, HLMVX may share significant positions with broad-market funds.

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