FMXKX Mutual Fund

NAV$9.15

AUM$71M

TER1.12%

Holdings472

FMXKX Mutual Fund

NAV$9.15

Federated Hermes Max-Cap Index Fund Class R

AUM$71M

TER1.12%

Holdings472

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Holdings Overlap Analysis

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

FMXKX Mutual Fund Overlap Analysis

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

FMXKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 472 holdings, FMXKX may share significant positions with broad-market funds.

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