ITHSX Mutual Fund
ITHSX Mutual Fund
NAV$60.15
AUM$21M
TER1.10%
Holdings145
See how much of ITHSX you already own
ITHSX Mutual Fund
NAV$60.15
Hartford Capital Appreciation Fund Cl R4
AUM$21M
TER1.10%
Holdings145
See how much of ITHSX you already own
ITHSX Mutual Fund Overlap Analysis
ITHSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITHSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, ITHSX may share significant positions with broad-market funds.
ITHSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITHSX tax-loss harvesting finds highly correlated but non-identical funds.