HMVYX Mutual Fund

NAV$21.06

AUM$7M

TER0.87%

Holdings86

HMVYX Mutual Fund

NAV$21.06

The Hartford Mid Cap Value Fund Class Y

AUM$7M

TER0.87%

Holdings86

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Holdings Overlap Analysis

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

HMVYX Mutual Fund Overlap Analysis

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

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

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