HSMRX Mutual Fund

NAV$15.70

AUM$633,310.66

TER1.51%

Holdings65

HSMRX Mutual Fund

NAV$15.70

Hartford Small Cap Value Fund Class R3

AUM$633,310.66

TER1.51%

Holdings65

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Holdings Overlap Analysis

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

HSMRX Mutual Fund Overlap Analysis

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

HSMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, HSMRX may share significant positions with broad-market funds.

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