HCVFX Mutual Fund Analysis & Holdings | MarketXLS

HCVFX Mutual Fund

NAV$12.59

AUM$171,484.89

TER0.64%

Holdings17

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HCVFX Mutual Fund

NAV$12.59

The Hartford Conservative Allocation Fund Class F

AUM$171,484.89

TER0.64%

Holdings17

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

HCVFX Mutual Fund Overlap Analysis

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

HCVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, HCVFX may share significant positions with broad-market funds.

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