HSDEX Mutual Fund

NAV$5.97

AUM$12M

TER0.89%

Holdings334

HSDEX Mutual Fund

NAV$5.97

Hartford Schroders Diversified Emerging Markets Fund Class SDR

AUM$12M

TER0.89%

Holdings334

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Holdings Overlap Analysis

Compare HSDEX 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 HSDEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HSDEX Mutual Fund Overlap Analysis

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

HSDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 334 holdings, HSDEX may share significant positions with broad-market funds.

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