HBSGX Mutual Fund

NAV$26.56

AUM$190M

TER0.91%

Holdings177

HBSGX Mutual Fund

NAV$26.56

Hartford Small Cap Growth HLS Fund Class IB

AUM$190M

TER0.91%

Holdings177

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Holdings Overlap Analysis

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

HBSGX Mutual Fund Overlap Analysis

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

HBSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, HBSGX may share significant positions with broad-market funds.

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