FGSIX Mutual Fund

NAV$64.07

AUM$4.5B

TER0.85%

Holdings126

FGSIX Mutual Fund

NAV$64.07

Federated Hermes MDT Mid Cap Growth Fund Institutional Class

AUM$4.5B

TER0.85%

Holdings126

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Holdings Overlap Analysis

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

FGSIX Mutual Fund Overlap Analysis

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

FGSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, FGSIX may share significant positions with broad-market funds.

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