IHSFX Mutual Fund
IHSFX Mutual Fund
NAV$29.73
AUM$300M
TER0.88%
Holdings108
See how much of IHSFX you already own
IHSFX Mutual Fund
NAV$29.73
The Hartford Small Company Fund Class F
AUM$300M
TER0.88%
Holdings108
See how much of IHSFX you already own
IHSFX Mutual Fund Overlap Analysis
IHSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IHSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, IHSFX may share significant positions with broad-market funds.
IHSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IHSFX tax-loss harvesting finds highly correlated but non-identical funds.