HNMDX Mutual Fund
HNMDX Mutual Fund
NAV$15.66
AUM$317M
TER0.85%
Holdings60
See how much of HNMDX you already own
HNMDX Mutual Fund
NAV$15.66
Heartland Mid Cap Value Fund Institutional Class
AUM$317M
TER0.85%
Holdings60
See how much of HNMDX you already own
HNMDX Mutual Fund Overlap Analysis
HNMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HNMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, HNMDX may share significant positions with broad-market funds.
HNMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HNMDX tax-loss harvesting finds highly correlated but non-identical funds.