HBACX Mutual Fund Analysis & Holdings | MarketXLS

HBACX Mutual Fund

NAV$14.43

AUM$6M

TER1.87%

Holdings16

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HBACX Mutual Fund

NAV$14.43

Hartford Moderate Allocation Fund Class C

AUM$6M

TER1.87%

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 HBACX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HBACX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HBACX Mutual Fund Overlap Analysis

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

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

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