HABCX Mutual Fund

NAV$9.11

AUM$1M

TER1.56%

Holdings1,820

HABCX Mutual Fund

NAV$9.11

Hartford Total Return Bond Fund Cl C

AUM$1M

TER1.56%

Holdings1,820

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Holdings Overlap Analysis

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

HABCX Mutual Fund Overlap Analysis

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

HABCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1820 holdings, HABCX may share significant positions with broad-market funds.

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