HTMNX Mutual Fund

NAV$10.85

AUM$57,720.82

TER1.17%

Holdings44

HTMNX Mutual Fund

NAV$10.85

Heitman US Real Estate Securities Fund Investor Class

AUM$57,720.82

TER1.17%

Holdings44

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Holdings Overlap Analysis

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

HTMNX Mutual Fund Overlap Analysis

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

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

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