HCKRX Mutual Fund Analysis & Holdings | MarketXLS

HCKRX Mutual Fund

NAV$11.11

AUM$11M

TER1.29%

Holdings3

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HCKRX Mutual Fund

NAV$11.11

The Hartford Checks and Balances Fund R3

AUM$11M

TER1.29%

Holdings3

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

HCKRX Mutual Fund Overlap Analysis

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

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

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