HRATX Mutual Fund Analysis & Holdings | MarketXLS

HRATX Mutual Fund

NAV$17.34

AUM$5M

TER0.78%

Holdings16

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HRATX Mutual Fund

NAV$17.34

Hartford Moderately Aggressive Allocation Fund Class R5

AUM$5M

TER0.78%

Holdings16

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HRATX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HRATX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HRATX Mutual Fund Overlap Analysis

HRATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HRATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, HRATX may share significant positions with broad-market funds.

HRATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HRATX tax-loss harvesting finds highly correlated but non-identical funds.