HTMIX Mutual Fund

NAV$10.90

AUM$835,599.04

TER0.77%

Holdings44

HTMIX Mutual Fund

NAV$10.90

Heitman US Real Estate Securities Fund Institutional Class

AUM$835,599.04

TER0.77%

Holdings44

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Holdings Overlap Analysis

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

HTMIX Mutual Fund Overlap Analysis

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

HTMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, HTMIX may share significant positions with broad-market funds.

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