HAIAX Mutual Fund
HAIAX Mutual Fund
NAV$59.17
AUM$2.2B
TER0.69%
Holdings72
See how much of HAIAX you already own
HAIAX Mutual Fund
NAV$59.17
Hartford Core Equity Fund Class A
AUM$2.2B
TER0.69%
Holdings72
See how much of HAIAX you already own
HAIAX Mutual Fund Overlap Analysis
HAIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HAIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, HAIAX may share significant positions with broad-market funds.
HAIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HAIAX tax-loss harvesting finds highly correlated but non-identical funds.