HCKAX Mutual Fund

NAV$11.16

AUM$1.2B

TER0.92%

Holdings3

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Just $25 once·$69/mo·Download sample

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HCKAX Mutual Fund

NAV$11.16

The Hartford Checks and Balances Fund Cl A

AUM$1.2B

TER0.92%

Holdings3

See how much of HCKAX 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 HCKAX 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 HCKAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HCKAX Mutual Fund Overlap Analysis

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

HCKAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, HCKAX may share significant positions with broad-market funds.

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