ITHRX Mutual Fund

NAV$57.32

AUM$28M

TER1.42%

Holdings155

ITHRX Mutual Fund

NAV$57.32

Hartford Capital Appreciation Fund Cl R3

AUM$28M

TER1.42%

Holdings155

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare ITHRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ITHRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ITHRX Mutual Fund Overlap Analysis

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

ITHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, ITHRX may share significant positions with broad-market funds.

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