HBLFX Mutual Fund

NAV$15.20

AUM$2.3B

TER0.56%

Holdings1,552

See how much of HBLFX you already own

Just $25 once·$99/mo·Download sample

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HBLFX Mutual Fund

NAV$15.20

The Hartford Balanced Income Fund Class F

AUM$2.3B

TER0.56%

Holdings1,552

See how much of HBLFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HBLFX Mutual Fund Overlap Analysis

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

HBLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1552 holdings, HBLFX may share significant positions with broad-market funds.

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