HSEIX Mutual Fund
HSEIX Mutual Fund
NAV$14.94
AUM$24M
TER1.01%
Holdings65
See how much of HSEIX you already own
HSEIX Mutual Fund
NAV$14.94
Hartford Small Cap Value Fund Class I
AUM$24M
TER1.01%
Holdings65
See how much of HSEIX you already own
HSEIX Mutual Fund Overlap Analysis
HSEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HSEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, HSEIX may share significant positions with broad-market funds.
HSEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HSEIX tax-loss harvesting finds highly correlated but non-identical funds.