HOOSX Mutual Fund

NAV$33.32

AUM$950,482.25

TER1.35%

Holdings85

HOOSX Mutual Fund

NAV$33.32

Hartford Schroders US Small Cap Opportunities Fund Class R4

AUM$950,482.25

TER1.35%

Holdings85

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Holdings Overlap Analysis

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

HOOSX Mutual Fund Overlap Analysis

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

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

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