HLRRX Mutual Fund Analysis & Holdings | MarketXLS

HLRRX Mutual Fund

NAV$9.92

AUM$23M

TER1.55%

Holdings52

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HLRRX Mutual Fund

NAV$9.92

LDR High Income Realty Fund Institutional Class

AUM$23M

TER1.55%

Holdings52

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

HLRRX Mutual Fund Overlap Analysis

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

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

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