IHSUX Mutual Fund

NAV$36.97

AUM$2M

TER1.00%

Holdings108

IHSUX Mutual Fund

NAV$36.97

The Hartford Small Company Fund Class R5

AUM$2M

TER1.00%

Holdings108

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Holdings Overlap Analysis

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

IHSUX Mutual Fund Overlap Analysis

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

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

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