HFKYX Mutual Fund Analysis & Holdings | MarketXLS

HFKYX Mutual Fund

NAV$9.90

AUM$11,942.29

TER0.56%

Holdings177

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HFKYX Mutual Fund

NAV$9.90

Hartford Schroders Tax-Aware Bond Fund Class Y

AUM$11,942.29

TER0.56%

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

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 177 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.