IHSRX Mutual Fund

NAV$27.87

AUM$10M

TER1.60%

Holdings108

IHSRX Mutual Fund

NAV$27.87

The Hartford Small Company Fund Class R3

AUM$10M

TER1.60%

Holdings108

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare IHSRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IHSRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IHSRX Mutual Fund Overlap Analysis

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

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

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