FIUSX Mutual Fund
NAV$39.84
AUM$501M
TER1.11%
Holdings99
FIUSX Mutual Fund
NAV$39.84
Nomura Opportunity Fund Class A
AUM$501M
TER1.11%
Holdings99
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FIUSX Mutual Fund Overlap Analysis
FIUSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, FIUSX may share significant positions with broad-market funds.
FIUSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIUSX tax-loss harvesting finds highly correlated but non-identical funds.