HGOTX Mutual Fund Analysis & Holdings | MarketXLS

HGOTX Mutual Fund

NAV$87.10

AUM$7M

TER0.83%

Holdings52

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HGOTX Mutual Fund

NAV$87.10

The Hartford Growth Opportunities Fund Class R5

AUM$7M

TER0.83%

Holdings52

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

HGOTX Mutual Fund Overlap Analysis

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

HGOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, HGOTX may share significant positions with broad-market funds.

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