HRLVX Mutual Fund Holdings Overlap Calculator | MarketXLS

HRLVX Mutual Fund

NAV$19.85

AUM$404M

TER0.94%

Holdings45

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$45/quarter Pro · Cancel anytime

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HRLVX Mutual Fund

NAV$19.85

Harbor Large Cap Value Fund Administrative Class

AUM$404M

TER0.94%

Holdings45

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

HRLVX Mutual Fund Overlap Analysis

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

HRLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, HRLVX may share significant positions with broad-market funds.

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