HBARX Mutual Fund Analysis & Holdings | MarketXLS

HBARX Mutual Fund

NAV$14.23

AUM$9M

TER1.36%

Holdings16

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HBARX Mutual Fund

NAV$14.23

Hartford Moderate Allocation Fund Class R3

AUM$9M

TER1.36%

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

HBARX Mutual Fund Overlap Analysis

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

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

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