HAIBX Mutual Fund

NAV$32.06

AUM$174M

TER0.91%

Holdings474

HAIBX Mutual Fund

NAV$32.06

Hartford Balanced HLS Fund Class IB

AUM$174M

TER0.91%

Holdings474

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Holdings Overlap Analysis

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

HAIBX Mutual Fund Overlap Analysis

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

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

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