HDGSX Mutual Fund Analysis & Holdings | MarketXLS

HDGSX Mutual Fund

NAV$41.11

AUM$84M

TER1.04%

Holdings74

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HDGSX Mutual Fund

NAV$41.11

The Hartford Dividend and Growth Fund Class R4

AUM$84M

TER1.04%

Holdings74

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 HDGSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HDGSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HDGSX Mutual Fund Overlap Analysis

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

HDGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, HDGSX may share significant positions with broad-market funds.

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