FHUMX Mutual Fund
NAV$15.66
AUM$5M
TER0.83%
Holdings49
FHUMX Mutual Fund
NAV$15.66
Federated Hermes US SMID Fund Class IS
AUM$5M
TER0.83%
Holdings49

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FHUMX Mutual Fund Overlap Analysis
FHUMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHUMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, FHUMX may share significant positions with broad-market funds.
FHUMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHUMX tax-loss harvesting finds highly correlated but non-identical funds.