ITHIX Mutual Fund
ITHIX Mutual Fund
NAV$47.96
AUM$510M
TER0.79%
Holdings145
See how much of ITHIX you already own
ITHIX Mutual Fund
NAV$47.96
Hartford Capital Appreciation Fund Class I
AUM$510M
TER0.79%
Holdings145
See how much of ITHIX you already own
ITHIX Mutual Fund Overlap Analysis
ITHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, ITHIX may share significant positions with broad-market funds.
ITHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITHIX tax-loss harvesting finds highly correlated but non-identical funds.