HFYRX Mutual Fund Analysis & Holdings | MarketXLS

HFYRX Mutual Fund

NAV$16.24

AUM$29M

TER1.47%

Holdings498

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HFYRX Mutual Fund

NAV$16.24

Hartford Schroders International Multi-Cap Value Fund Class R3

AUM$29M

TER1.47%

Holdings498

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

HFYRX Mutual Fund Overlap Analysis

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

HFYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 498 holdings, HFYRX may share significant positions with broad-market funds.

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