HBASX Mutual Fund

NAV$14.58

AUM$3M

TER1.07%

Holdings16

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HBASX Mutual Fund

NAV$14.58

Hartford Moderate Allocation Fund Class R4

AUM$3M

TER1.07%

Holdings16

See inside every fund you own

$99/yr 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 HBASX 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 HBASX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HBASX Mutual Fund Overlap Analysis

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

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

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