HOOSX Mutual Fund
HOOSX Mutual Fund
NAV$34.60
AUM$1M
TER1.35%
Holdings84
See how much of HOOSX you already own
HOOSX Mutual Fund
NAV$34.60
Hartford Schroders US Small Cap Opportunities Fund Class R4
AUM$1M
TER1.35%
Holdings84
See how much of HOOSX you already own
HOOSX Mutual Fund Overlap Analysis
HOOSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HOOSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, HOOSX may share significant positions with broad-market funds.
HOOSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HOOSX tax-loss harvesting finds highly correlated but non-identical funds.