HLDRX Mutual Fund Analysis & Holdings | MarketXLS

HLDRX Mutual Fund

NAV$5.04

AUM$12,760.07

TER1.48%

Holdings616

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HLDRX Mutual Fund

NAV$5.04

The Hartford Emerging Markets Local Debt Fund Class R3

AUM$12,760.07

TER1.48%

Holdings616

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

HLDRX Mutual Fund Overlap Analysis

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

HLDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 616 holdings, HLDRX may share significant positions with broad-market funds.

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