HERRX Mutual Fund Analysis & Holdings | MarketXLS

HERRX Mutual Fund

NAV$14.81

AUM$800,226.36

TER1.70%

Holdings227

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HERRX Mutual Fund

NAV$14.81

The Hartford Emerging Markets Equity Fund Class R3

AUM$800,226.36

TER1.70%

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

HERRX Mutual Fund Overlap Analysis

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

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

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