HDGYX Mutual Fund Analysis & Holdings | MarketXLS

HDGYX Mutual Fund

NAV$41.39

AUM$414M

TER0.74%

Holdings74

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HDGYX Mutual Fund

NAV$41.39

The Hartford Dividend and Growth Fund Class Y

AUM$414M

TER0.74%

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

HDGYX Mutual Fund Overlap Analysis

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

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

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