HEOSX Mutual Fund

NAV$20.14

AUM$16,240.17

TER1.11%

Holdings100

See how much of HEOSX you already own

Just $25 once·$69/mo·Download sample

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HEOSX Mutual Fund

NAV$20.14

Hartford Climate Opportunities Fund Class R4

AUM$16,240.17

TER1.11%

Holdings100

See how much of HEOSX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

HEOSX Mutual Fund Overlap Analysis

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

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

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