HFKVX Mutual Fund Analysis & Holdings | MarketXLS

HFKVX Mutual Fund

NAV$9.88

AUM$33M

TER0.46%

Holdings177

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HFKVX Mutual Fund

NAV$9.88

Hartford Schroders Tax-Aware Bond Fund Class SDR

AUM$33M

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

HFKVX Mutual Fund Overlap Analysis

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

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

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