HBLYX Mutual Fund

NAV$15.43

AUM$37M

TER0.67%

Holdings1,552

HBLYX Mutual Fund

NAV$15.43

The Hartford Balanced Income Fund Class Y

AUM$37M

TER0.67%

Holdings1,552

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Holdings Overlap Analysis

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

HBLYX Mutual Fund Overlap Analysis

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

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

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