HSWRX Mutual Fund Analysis & Holdings | MarketXLS

HSWRX Mutual Fund

NAV$24.16

AUM$6M

TER1.39%

Holdings50

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HSWRX Mutual Fund

NAV$24.16

Hartford Schroders International Stock Fund Class R3

AUM$6M

TER1.39%

Holdings50

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

HSWRX Mutual Fund Overlap Analysis

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

HSWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, HSWRX may share significant positions with broad-market funds.

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