HBLRX Mutual Fund

NAV$15.25

AUM$110M

TER1.28%

Holdings1,552

See how much of HBLRX you already own

Just $25 once·$69/mo·Download sample

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HBLRX Mutual Fund

NAV$15.25

The Hartford Balanced Income Fund Class R-3

AUM$110M

TER1.28%

Holdings1,552

See how much of HBLRX you already own

Just $25 once·$69/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 HBLRX 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 HBLRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HBLRX Mutual Fund Overlap Analysis

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

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

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