HOOYX Mutual Fund
HOOYX Mutual Fund
NAV$35.44
AUM$7M
TER1.05%
Holdings84
See how much of HOOYX you already own
HOOYX Mutual Fund
NAV$35.44
Hartford Schroders US Small Cap Opportunities Fund Class Y
AUM$7M
TER1.05%
Holdings84
See how much of HOOYX you already own
HOOYX Mutual Fund Overlap Analysis
HOOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HOOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, HOOYX may share significant positions with broad-market funds.
HOOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HOOYX tax-loss harvesting finds highly correlated but non-identical funds.