HFKFX Mutual Fund Analysis & Holdings | MarketXLS

HFKFX Mutual Fund

NAV$9.89

AUM$181M

TER0.46%

Holdings177

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HFKFX Mutual Fund

NAV$9.89

Hartford Schroders Tax-Aware Bond Fund Class F

AUM$181M

TER0.46%

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

HFKFX Mutual Fund Overlap Analysis

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

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

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