HBAFX Mutual Fund Analysis & Holdings | MarketXLS

HBAFX Mutual Fund

NAV$8.54

AUM$9M

Holdings7

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HBAFX Mutual Fund

NAV$8.54

Rational Strategic Allocation Fund Class A

AUM$9M

Holdings7

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

HBAFX Mutual Fund Overlap Analysis

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

HBAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, HBAFX may share significant positions with broad-market funds.

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