ITHVX Mutual Fund

NAV$63.89

AUM$31M

TER0.70%

Holdings155

ITHVX Mutual Fund

NAV$63.89

Hartford Capital Appreciation Fund Class R6

AUM$31M

TER0.70%

Holdings155

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Holdings Overlap Analysis

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

ITHVX Mutual Fund Overlap Analysis

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

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

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