ITHAX Mutual Fund
ITHAX Mutual Fund
NAV$47.24
AUM$4.7B
TER1.05%
Holdings145
See how much of ITHAX you already own
ITHAX Mutual Fund
NAV$47.24
Hartford Capital Appreciation Fund Class A
AUM$4.7B
TER1.05%
Holdings145
See how much of ITHAX you already own
ITHAX Mutual Fund Overlap Analysis
ITHAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, ITHAX may share significant positions with broad-market funds.
ITHAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITHAX tax-loss harvesting finds highly correlated but non-identical funds.