HEOFX Mutual Fund

NAV$21.29

AUM$51M

TER0.69%

Holdings100

HEOFX Mutual Fund

NAV$21.29

Hartford Climate Opportunities Fund Class F

AUM$51M

TER0.69%

Holdings100

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HEOFX Mutual Fund Overlap Analysis

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

HEOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, HEOFX may share significant positions with broad-market funds.

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