HQIAX Mutual Fund
HQIAX Mutual Fund
NAV$22.64
AUM$1.9B
TER0.97%
Holdings77
See how much of HQIAX you already own
HQIAX Mutual Fund
NAV$22.64
The Hartford Equity Income Fund Class A
AUM$1.9B
TER0.97%
Holdings77
See how much of HQIAX you already own
HQIAX Mutual Fund Overlap Analysis
HQIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HQIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, HQIAX may share significant positions with broad-market funds.
HQIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HQIAX tax-loss harvesting finds highly correlated but non-identical funds.