IHGIX Mutual Fund
IHGIX Mutual Fund
NAV$39.82
AUM$5.7B
TER0.96%
Holdings74
See how much of IHGIX you already own
IHGIX Mutual Fund
NAV$39.82
The Hartford Dividend and Growth Fund Class A
AUM$5.7B
TER0.96%
Holdings74
See how much of IHGIX you already own
IHGIX Mutual Fund Overlap Analysis
IHGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IHGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, IHGIX may share significant positions with broad-market funds.
IHGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IHGIX tax-loss harvesting finds highly correlated but non-identical funds.