HBATX Mutual Fund Analysis & Holdings | MarketXLS

HBATX Mutual Fund

NAV$14.64

AUM$12M

TER0.77%

Holdings16

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HBATX Mutual Fund

NAV$14.64

Hartford Moderate Allocation Fund Class R5

AUM$12M

TER0.77%

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

HBATX Mutual Fund Overlap Analysis

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

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

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