HRMGX Mutual Fund Analysis & Holdings | MarketXLS

HRMGX Mutual Fund

NAV$5.24

AUM$2M

TER1.08%

Holdings74

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HRMGX Mutual Fund

NAV$5.24

Harbor Disruptive Innovation Fund Administrative Class

AUM$2M

TER1.08%

Holdings74

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 HRMGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HRMGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HRMGX Mutual Fund Overlap Analysis

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

HRMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, HRMGX may share significant positions with broad-market funds.

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