HFKYX Mutual Fund
HFKYX Mutual Fund
NAV$9.74
AUM$11,875.67
TER0.56%
Holdings170
See how much of HFKYX you already own
HFKYX Mutual Fund
NAV$9.74
Hartford Schroders Tax-Aware Bond Fund Class Y
AUM$11,875.67
TER0.56%
Holdings170
See how much of HFKYX you already own
HFKYX Mutual Fund Overlap Analysis
HFKYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HFKYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, HFKYX may share significant positions with broad-market funds.
HFKYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HFKYX tax-loss harvesting finds highly correlated but non-identical funds.