HERTX Mutual Fund Analysis & Holdings | MarketXLS

HERTX Mutual Fund

NAV$14.73

AUM$2M

TER1.15%

Holdings227

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HERTX Mutual Fund

NAV$14.73

The Hartford Emerging Markets Equity Fund Class R5

AUM$2M

TER1.15%

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

HERTX Mutual Fund Overlap Analysis

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

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

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