HSAEX Mutual Fund

NAV$8.30

AUM$1M

TER0.51%

Holdings184

See how much of HSAEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

HSAEX Mutual Fund

NAV$8.30

Hartford Schroders Core Fixed Income Fund Class I

AUM$1M

TER0.51%

Holdings184

See how much of HSAEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

HSAEX Mutual Fund Overlap Analysis

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

HSAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 184 holdings, HSAEX may share significant positions with broad-market funds.

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