HCVRX Mutual Fund Analysis & Holdings | MarketXLS

HCVRX Mutual Fund

NAV$12.53

AUM$551,942.1

TER1.35%

Holdings17

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HCVRX Mutual Fund

NAV$12.53

The Hartford Conservative Allocation Fund Class R3

AUM$551,942.1

TER1.35%

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

HCVRX Mutual Fund Overlap Analysis

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

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

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