HIAGX Mutual Fund
HIAGX Mutual Fund
NAV$25.76
AUM$2.6B
TER0.60%
Holdings80
HIAGX Mutual Fund
NAV$25.76
Hartford Disciplined Equity HLS Fund Class IA
AUM$2.6B
TER0.60%
Holdings80
HIAGX Mutual Fund Overlap Analysis
HIAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HIAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, HIAGX may share significant positions with broad-market funds.
HIAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HIAGX tax-loss harvesting finds highly correlated but non-identical funds.