FSBKX Mutual Fund

NAV$22.94

AUM$45M

TER1.58%

Holdings1,204

FSBKX Mutual Fund

NAV$22.94

Federated Hermes Global Allocation Fund Class R

AUM$45M

TER1.58%

Holdings1,204

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Holdings Overlap Analysis

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

FSBKX Mutual Fund Overlap Analysis

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

FSBKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1204 holdings, FSBKX may share significant positions with broad-market funds.

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