HBLVX Mutual Fund

NAV$15.23

AUM$255M

TER0.56%

Holdings1,552

HBLVX Mutual Fund

NAV$15.23

The Hartford Balanced Income Fund Class R6

AUM$255M

TER0.56%

Holdings1,552

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Holdings Overlap Analysis

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

HBLVX Mutual Fund Overlap Analysis

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

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

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