FOSIX Mutual Fund

NAV$9.00

AUM$4M

TER0.64%

Holdings221

FOSIX Mutual Fund

NAV$9.00

Tributary Short-Intermediate Bond Fund Institutional Class

AUM$4M

TER0.64%

Holdings221

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare FOSIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FOSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FOSIX Mutual Fund Overlap Analysis

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

FOSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, FOSIX may share significant positions with broad-market funds.

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