ITHTX Mutual Fund

NAV$63.26

AUM$18M

TER0.80%

Holdings155

ITHTX Mutual Fund

NAV$63.26

Hartford Capital Appreciation Fund Cl R5

AUM$18M

TER0.80%

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

ITHTX Mutual Fund Overlap Analysis

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

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

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