HOORX Mutual Fund
HOORX Mutual Fund
NAV$33.45
AUM$1M
TER1.65%
Holdings84
See how much of HOORX you already own
HOORX Mutual Fund
NAV$33.45
Hartford Schroders US Small Cap Opportunities Fund Class R3
AUM$1M
TER1.65%
Holdings84
See how much of HOORX you already own
HOORX Mutual Fund Overlap Analysis
HOORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HOORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, HOORX may share significant positions with broad-market funds.
HOORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HOORX tax-loss harvesting finds highly correlated but non-identical funds.