ITBVX Mutual Fund

NAV$8.94

AUM$812M

TER0.32%

Holdings1,820

ITBVX Mutual Fund

NAV$8.94

Hartford Total Return Bond Fund Class R6

AUM$812M

TER0.32%

Holdings1,820

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Holdings Overlap Analysis

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

ITBVX Mutual Fund Overlap Analysis

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

ITBVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1820 holdings, ITBVX may share significant positions with broad-market funds.

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