ITBFX Mutual Fund
NAV$8.81
AUM$1.6B
TER0.32%
Holdings1,820
ITBFX Mutual Fund
NAV$8.81
Hartford Total Return Bond Fund Class F
AUM$1.6B
TER0.32%
Holdings1,820
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ITBFX Mutual Fund Overlap Analysis
ITBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1820 holdings, ITBFX may share significant positions with broad-market funds.
ITBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITBFX tax-loss harvesting finds highly correlated but non-identical funds.