HOOFX Mutual Fund Analysis & Holdings | MarketXLS

HOOFX Mutual Fund

NAV$35.39

AUM$14M

TER0.95%

Holdings84

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HOOFX Mutual Fund

NAV$35.39

Hartford Schroders US Small Cap Opportunities Fund Class F

AUM$14M

TER0.95%

Holdings84

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

HOOFX Mutual Fund Overlap Analysis

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

HOOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, HOOFX may share significant positions with broad-market funds.

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