HFDSX Mutual Fund

NAV$22.99

AUM$440,830.19

TER1.22%

Holdings70

See how much of HFDSX you already own

Just $25 once·$69/mo·Download sample

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HFDSX Mutual Fund

NAV$22.99

Hartford Schroders US MidCap Opportunities Fund Class R4

AUM$440,830.19

TER1.22%

Holdings70

See how much of HFDSX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HFDSX Mutual Fund Overlap Analysis

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

HFDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, HFDSX may share significant positions with broad-market funds.

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