BEARX Mutual Fund

NAV$3.42

AUM$25M

TER2.70%

Holdings194

BEARX Mutual Fund

NAV$3.42

Federated Hermes Prudent Bear Fund Class A

AUM$25M

TER2.70%

Holdings194

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

BEARX Mutual Fund Overlap Analysis

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

BEARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, BEARX may share significant positions with broad-market funds.

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