FMXSX Mutual Fund

NAV$9.05

AUM$68M

TER0.67%

Holdings472

FMXSX Mutual Fund

NAV$9.05

Federated Hermes Max-Cap Index Fund Service Class

AUM$68M

TER0.67%

Holdings472

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Holdings Overlap Analysis

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

FMXSX Mutual Fund Overlap Analysis

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

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

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