IHSAX Mutual Fund
IHSAX Mutual Fund
NAV$26.14
AUM$364M
TER1.30%
Holdings108
See how much of IHSAX you already own
IHSAX Mutual Fund
NAV$26.14
The Hartford Small Company Fund Class A
AUM$364M
TER1.30%
Holdings108
See how much of IHSAX you already own
IHSAX Mutual Fund Overlap Analysis
IHSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IHSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, IHSAX may share significant positions with broad-market funds.
IHSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IHSAX tax-loss harvesting finds highly correlated but non-identical funds.