ITHSX Mutual Fund

NAV$61.29

AUM$21M

TER1.10%

Holdings155

ITHSX Mutual Fund

NAV$61.29

Hartford Capital Appreciation Fund Cl R4

AUM$21M

TER1.10%

Holdings155

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Holdings Overlap Analysis

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

ITHSX Mutual Fund Overlap Analysis

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

ITHSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, ITHSX may share significant positions with broad-market funds.

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