HUBAX Mutual Fund

NAV$10.49

AUM$411M

TER0.45%

Holdings299

HUBAX Mutual Fund

NAV$10.49

Hartford Ultrashort Bond HLS Fund Cl IA

AUM$411M

TER0.45%

Holdings299

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Holdings Overlap Analysis

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

HUBAX Mutual Fund Overlap Analysis

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

HUBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 299 holdings, HUBAX may share significant positions with broad-market funds.

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