HGITX Mutual Fund

NAV$60.90

AUM$89M

TER0.45%

Holdings72

HGITX Mutual Fund

NAV$60.90

Hartford Core Equity Fund Class R5

AUM$89M

TER0.45%

Holdings72

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare HGITX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HGITX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HGITX Mutual Fund Overlap Analysis

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

HGITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, HGITX may share significant positions with broad-market funds.

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