HBADX Mutual Fund Analysis & Holdings | MarketXLS

HBADX Mutual Fund

NAV$14.60

AUM$891,128.71

TER0.67%

Holdings16

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HBADX Mutual Fund

NAV$14.60

Hartford Moderate Allocation Fund Class F

AUM$891,128.71

TER0.67%

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

HBADX Mutual Fund Overlap Analysis

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

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

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