HFDFX Mutual Fund
HFDFX Mutual Fund
NAV$23.11
AUM$162M
TER0.81%
Holdings70
HFDFX Mutual Fund
NAV$23.11
Hartford Schroders US MidCap Opportunities Fund Class F
AUM$162M
TER0.81%
Holdings70
HFDFX Mutual Fund Overlap Analysis
HFDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HFDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, HFDFX may share significant positions with broad-market funds.
HFDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HFDFX tax-loss harvesting finds highly correlated but non-identical funds.