HERAX Mutual Fund Analysis & Holdings | MarketXLS

HERAX Mutual Fund

NAV$14.87

AUM$28M

TER1.45%

Holdings227

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HERAX Mutual Fund

NAV$14.87

The Hartford Emerging Markets Equity Fund Class A

AUM$28M

TER1.45%

Holdings227

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

HERAX Mutual Fund Overlap Analysis

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

HERAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 227 holdings, HERAX may share significant positions with broad-market funds.

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