HDBRX Mutual Fund Analysis & Holdings | MarketXLS

HDBRX Mutual Fund

NAV$10.01

AUM$112,101.38

TER0.70%

Holdings193

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HDBRX Mutual Fund

NAV$10.01

Hartford Dynamic Bond Fund Class R5

AUM$112,101.38

TER0.70%

Holdings193

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

HDBRX Mutual Fund Overlap Analysis

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

HDBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 193 holdings, HDBRX may share significant positions with broad-market funds.

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