HLDSX Mutual Fund Analysis & Holdings | MarketXLS

HLDSX Mutual Fund

NAV$4.97

AUM$12,919.01

TER1.18%

Holdings616

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HLDSX Mutual Fund

NAV$4.97

The Hartford Emerging Markets Local Debt Fund Class R4

AUM$12,919.01

TER1.18%

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

HLDSX Mutual Fund Overlap Analysis

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

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

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