HMDCX Mutual Fund

NAV$21.14

AUM$33M

TER1.89%

Holdings64

HMDCX Mutual Fund

NAV$21.14

The Hartford MidCap Fund Class C

AUM$33M

TER1.89%

Holdings64

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Holdings Overlap Analysis

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

HMDCX Mutual Fund Overlap Analysis

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

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

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