HOORX Mutual Fund

NAV$32.22

AUM$1M

TER1.65%

Holdings85

HOORX Mutual Fund

NAV$32.22

Hartford Schroders US Small Cap Opportunities Fund Class R3

AUM$1M

TER1.65%

Holdings85

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Holdings Overlap Analysis

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

HOORX Mutual Fund Overlap Analysis

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

HOORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, HOORX may share significant positions with broad-market funds.

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