HMCRX Mutual Fund Analysis & Holdings | MarketXLS

HMCRX Mutual Fund

NAV$18.46

AUM$216M

TER0.80%

Holdings59

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HMCRX Mutual Fund

NAV$18.46

Harbor Mid Cap Fund Class R3

AUM$216M

TER0.80%

Holdings59

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

HMCRX Mutual Fund Overlap Analysis

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

HMCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, HMCRX may share significant positions with broad-market funds.

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