HBLCX Mutual Fund

NAV$14.67

AUM$706M

TER1.64%

Holdings1,552

HBLCX Mutual Fund

NAV$14.67

The Hartford Balanced Income Fund Class C

AUM$706M

TER1.64%

Holdings1,552

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Holdings Overlap Analysis

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

HBLCX Mutual Fund Overlap Analysis

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

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

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