IHAYX Mutual Fund
NAV$20.77
AUM$3M
TER0.76%
Holdings1,390
IHAYX Mutual Fund
NAV$20.77
Hartford Multi-Asset Income Fund Class Y
AUM$3M
TER0.76%
Holdings1,390
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IHAYX Mutual Fund Overlap Analysis
IHAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IHAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1390 holdings, IHAYX may share significant positions with broad-market funds.
IHAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IHAYX tax-loss harvesting finds highly correlated but non-identical funds.