ITBTX Mutual Fund

NAV$9.12

AUM$477,165.27

TER0.44%

Holdings1,820

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ITBTX Mutual Fund

NAV$9.12

Hartford Total Return Bond Fund Cl R5

AUM$477,165.27

TER0.44%

Holdings1,820

See how much of ITBTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ITBTX Mutual Fund Overlap Analysis

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

ITBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1820 holdings, ITBTX may share significant positions with broad-market funds.

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