IHSAX Mutual Fund

NAV$26.23

AUM$348M

TER1.30%

Holdings108

IHSAX Mutual Fund

NAV$26.23

The Hartford Small Company Fund Class A

AUM$348M

TER1.30%

Holdings108

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Holdings Overlap Analysis

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

IHSAX Mutual Fund Overlap Analysis

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

IHSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, IHSAX may share significant positions with broad-market funds.

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