HABCX Mutual Fund

NAV$9.13

AUM$1M

TER1.56%

Holdings1,820

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HABCX Mutual Fund

NAV$9.13

Hartford Total Return Bond Fund Cl C

AUM$1M

TER1.56%

Holdings1,820

See how much of HABCX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HABCX Mutual Fund Overlap Analysis

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

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

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