HOOTX Mutual Fund
HOOTX Mutual Fund
NAV$35.98
AUM$210,477.45
TER1.05%
Holdings84
See how much of HOOTX you already own
HOOTX Mutual Fund
NAV$35.98
Hartford Schroders US Small Cap Opportunities Fund Class R5
AUM$210,477.45
TER1.05%
Holdings84
See how much of HOOTX you already own
HOOTX Mutual Fund Overlap Analysis
HOOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HOOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, HOOTX may share significant positions with broad-market funds.
HOOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HOOTX tax-loss harvesting finds highly correlated but non-identical funds.