HTSCX Mutual Fund

NAV$12.29

AUM$1M

TER2.06%

Holdings65

HTSCX Mutual Fund

NAV$12.29

Hartford Small Cap Value Fund Class C

AUM$1M

TER2.06%

Holdings65

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Holdings Overlap Analysis

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

HTSCX Mutual Fund Overlap Analysis

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

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

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