HBLSX Mutual Fund

NAV$15.16

AUM$37M

TER0.96%

Holdings1,552

HBLSX Mutual Fund

NAV$15.16

The Hartford Balanced Income Fund Class R-4

AUM$37M

TER0.96%

Holdings1,552

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

HBLSX Mutual Fund Overlap Analysis

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

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

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