HLDTX Mutual Fund Analysis & Holdings | MarketXLS

HLDTX Mutual Fund

NAV$4.68

AUM$13,299.01

TER0.88%

Holdings616

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HLDTX Mutual Fund

NAV$4.68

The Hartford Emerging Markets Local Debt Fund Class R5

AUM$13,299.01

TER0.88%

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

HLDTX Mutual Fund Overlap Analysis

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

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

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