HDBFX Mutual Fund
NAV$10.00
AUM$1.3B
TER0.60%
Holdings193
HDBFX Mutual Fund
NAV$10.00
Hartford Dynamic Bond Fund Class F
AUM$1.3B
TER0.60%
Holdings193
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HDBFX Mutual Fund Overlap Analysis
HDBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HDBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 193 holdings, HDBFX may share significant positions with broad-market funds.
HDBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HDBFX tax-loss harvesting finds highly correlated but non-identical funds.