HFDSX Mutual Fund

NAV$22.18

AUM$420,906.43

TER1.22%

Holdings67

HFDSX Mutual Fund

NAV$22.18

Hartford Schroders US MidCap Opportunities Fund Class R4

AUM$420,906.43

TER1.22%

Holdings67

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Holdings Overlap Analysis

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

HFDSX Mutual Fund Overlap Analysis

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

HFDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, HFDSX may share significant positions with broad-market funds.

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