HNVRX Mutual Fund
HNVRX Mutual Fund
NAV$55.75
AUM$216M
TER0.80%
Holdings59
See how much of HNVRX you already own
HNVRX Mutual Fund
NAV$55.75
Harbor Small Cap Value Fund Retirement Class
AUM$216M
TER0.80%
Holdings59
See how much of HNVRX you already own
HNVRX Mutual Fund Overlap Analysis
HNVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HNVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, HNVRX may share significant positions with broad-market funds.
HNVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HNVRX tax-loss harvesting finds highly correlated but non-identical funds.