HAGAX Mutual Fund
HAGAX Mutual Fund
NAV$69.62
AUM$487M
TER1.05%
Holdings94
See how much of HAGAX you already own
HAGAX Mutual Fund
NAV$69.62
Carillon Eagle Mid Cap Growth Fund Class A
AUM$487M
TER1.05%
Holdings94
See how much of HAGAX you already own
HAGAX Mutual Fund Overlap Analysis
HAGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HAGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, HAGAX may share significant positions with broad-market funds.
HAGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HAGAX tax-loss harvesting finds highly correlated but non-identical funds.