HGIIX Mutual Fund

NAV$58.52

AUM$2.8B

TER0.45%

Holdings76

See how much of HGIIX you already own

Just $25 once·$99/mo·Download sample

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HGIIX Mutual Fund

NAV$58.52

Hartford Core Equity Fund Class I

AUM$2.8B

TER0.45%

Holdings76

See how much of HGIIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

HGIIX Mutual Fund Overlap Analysis

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

HGIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, HGIIX may share significant positions with broad-market funds.

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