HMVSX Mutual Fund

NAV$20.63

AUM$4M

TER1.18%

Holdings86

HMVSX Mutual Fund

NAV$20.63

The Hartford Mid Cap Value Fund Class R4

AUM$4M

TER1.18%

Holdings86

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HMVSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HMVSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HMVSX Mutual Fund Overlap Analysis

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

HMVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, HMVSX may share significant positions with broad-market funds.

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