ITBTX Mutual Fund
ITBTX Mutual Fund
NAV$8.79
AUM$465,208.44
TER0.44%
Holdings1,856
See how much of ITBTX you already own
ITBTX Mutual Fund
NAV$8.79
Hartford Total Return Bond Fund Cl R5
AUM$465,208.44
TER0.44%
Holdings1,856
See how much of ITBTX you already own
ITBTX Mutual Fund Overlap Analysis
ITBTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1856 holdings, ITBTX may share significant positions with broad-market funds.
ITBTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITBTX tax-loss harvesting finds highly correlated but non-identical funds.