HSHIX Mutual Fund Analysis & Holdings | MarketXLS

HSHIX Mutual Fund

NAV$10.71

AUM$432,008.73

TER1.15%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

HSHIX Mutual Fund

NAV$10.71

Hartford Schroders China A Fund Class I

AUM$432,008.73

TER1.15%

Holdings62

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

HSHIX Mutual Fund Overlap Analysis

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

HSHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, HSHIX may share significant positions with broad-market funds.

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