FMIUX Mutual Fund
NAV$38.58
AUM$1.3B
TER0.84%
Holdings30
FMIUX Mutual Fund
NAV$38.58
FMI Common Stock Fund Institutional Class
AUM$1.3B
TER0.84%
Holdings30

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FMIUX Mutual Fund Overlap Analysis
FMIUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMIUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, FMIUX may share significant positions with broad-market funds.
FMIUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMIUX tax-loss harvesting finds highly correlated but non-identical funds.