HFDTX Mutual Fund
HFDTX Mutual Fund
NAV$22.37
AUM$1M
TER0.92%
Holdings70
See how much of HFDTX you already own
HFDTX Mutual Fund
NAV$22.37
Hartford Schroders US MidCap Opportunities Fund Class R5
AUM$1M
TER0.92%
Holdings70
See how much of HFDTX you already own
HFDTX Mutual Fund Overlap Analysis
HFDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HFDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, HFDTX may share significant positions with broad-market funds.
HFDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HFDTX tax-loss harvesting finds highly correlated but non-identical funds.