HFMVX Mutual Fund

NAV$30.19

AUM$111M

TER0.76%

Holdings64

HFMVX Mutual Fund

NAV$30.19

The Hartford MidCap Fund Class R6

AUM$111M

TER0.76%

Holdings64

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Holdings Overlap Analysis

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

HFMVX Mutual Fund Overlap Analysis

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

HFMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, HFMVX may share significant positions with broad-market funds.

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