HADAX Mutual Fund

NAV$31.14

AUM$1.4B

TER0.66%

Holdings474

HADAX Mutual Fund

NAV$31.14

Hartford Balanced HLS Fund Class IA

AUM$1.4B

TER0.66%

Holdings474

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

HADAX Mutual Fund Overlap Analysis

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

HADAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 474 holdings, HADAX may share significant positions with broad-market funds.

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