HFKCX Mutual Fund Analysis & Holdings | MarketXLS

HFKCX Mutual Fund

NAV$9.98

AUM$10M

TER1.59%

Holdings177

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HFKCX Mutual Fund

NAV$9.98

Hartford Schroders Tax-Aware Bond Fund Class C

AUM$10M

TER1.59%

Holdings177

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

HFKCX Mutual Fund Overlap Analysis

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

HFKCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, HFKCX may share significant positions with broad-market funds.

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