HQIIX Mutual Fund
NAV$22.39
AUM$1.2B
TER0.75%
Holdings79
HQIIX Mutual Fund
NAV$22.39
The Hartford Equity Income Fund Class I
AUM$1.2B
TER0.75%
Holdings79
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HQIIX Mutual Fund Overlap Analysis
HQIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HQIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, HQIIX may share significant positions with broad-market funds.
HQIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HQIIX tax-loss harvesting finds highly correlated but non-identical funds.