HGHAX Mutual Fund

NAV$37.25

AUM$517M

TER1.29%

Holdings77

HGHAX Mutual Fund

NAV$37.25

The Hartford Healthcare Fund Class A

AUM$517M

TER1.29%

Holdings77

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Holdings Overlap Analysis

Compare HGHAX 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 HGHAX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

HGHAX Mutual Fund Overlap Analysis

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

HGHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, HGHAX may share significant positions with broad-market funds.

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