HLPPX Mutual Fund

NAV$9.92

AUM$8M

TER1.80%

Holdings52

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HLPPX Mutual Fund

NAV$9.92

LDR High Income Realty Fund Platform Share

AUM$8M

TER1.80%

Holdings52

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

HLPPX Mutual Fund Overlap Analysis

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

HLPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, HLPPX may share significant positions with broad-market funds.

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