HTMIX Mutual Fund

NAV$10.90

AUM$835,599.04

TER0.77%

Holdings44

See how much of HTMIX you already own

Just $25 once·$99/mo·Download sample

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HTMIX Mutual Fund

NAV$10.90

Heitman US Real Estate Securities Fund Institutional Class

AUM$835,599.04

TER0.77%

Holdings44

See how much of HTMIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.