HSADX Mutual Fund Analysis & Holdings | MarketXLS

HSADX Mutual Fund

NAV$8.46

AUM$9,903.72

TER0.46%

Holdings191

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HSADX Mutual Fund

NAV$8.46

Hartford Schroders Core Fixed Income Fund Class R5

AUM$9,903.72

TER0.46%

Holdings191

See inside every fund you own

$149/yr 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 HSADX 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 HSADX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HSADX Mutual Fund Overlap Analysis

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

HSADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, HSADX may share significant positions with broad-market funds.

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