HFDCX Mutual Fund
HFDCX Mutual Fund
NAV$21.14
AUM$13M
TER1.91%
Holdings70
See how much of HFDCX you already own
HFDCX Mutual Fund
NAV$21.14
Hartford Schroders US MidCap Opportunities Fund Class C
AUM$13M
TER1.91%
Holdings70
See how much of HFDCX you already own
HFDCX Mutual Fund Overlap Analysis
HFDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HFDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, HFDCX may share significant positions with broad-market funds.
HFDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HFDCX tax-loss harvesting finds highly correlated but non-identical funds.