HHMAX Mutual Fund

NAV$8.22

AUM$388M

TER0.66%

Holdings804

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HHMAX Mutual Fund

NAV$8.22

The Hartford Municipal Opportunities Fund Class A

AUM$388M

TER0.66%

Holdings804

See how much of HHMAX 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 HHMAX 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 HHMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HHMAX Mutual Fund Overlap Analysis

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

HHMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 804 holdings, HHMAX may share significant positions with broad-market funds.

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