HBAAX Mutual Fund Analysis & Holdings | MarketXLS

HBAAX Mutual Fund

NAV$14.53

AUM$283M

TER1.04%

Holdings16

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HBAAX Mutual Fund

NAV$14.53

Hartford Moderate Allocation Fund Class A

AUM$283M

TER1.04%

Holdings16

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

HBAAX Mutual Fund Overlap Analysis

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

HBAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, HBAAX may share significant positions with broad-market funds.

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