HBLAX Mutual Fund

NAV$15.06

AUM$4.6B

TER0.89%

Holdings1,552

HBLAX Mutual Fund

NAV$15.06

The Hartford Balanced Income Fund Class A

AUM$4.6B

TER0.89%

Holdings1,552

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Holdings Overlap Analysis

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

HBLAX Mutual Fund Overlap Analysis

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

HBLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1552 holdings, HBLAX may share significant positions with broad-market funds.

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