HDGCX Mutual Fund
HDGCX Mutual Fund
NAV$36.60
AUM$191M
TER1.74%
Holdings74
See how much of HDGCX you already own
HDGCX Mutual Fund
NAV$36.60
The Hartford Dividend and Growth Fund Class C
AUM$191M
TER1.74%
Holdings74
See how much of HDGCX you already own
HDGCX Mutual Fund Overlap Analysis
HDGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HDGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, HDGCX may share significant positions with broad-market funds.
HDGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HDGCX tax-loss harvesting finds highly correlated but non-identical funds.