FSBLX Mutual Fund
NAV$23.18
AUM$4M
TER0.84%
Holdings1,204
FSBLX Mutual Fund
NAV$23.18
Federated Hermes Global Allocation Fund Class R6
AUM$4M
TER0.84%
Holdings1,204
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FSBLX Mutual Fund Overlap Analysis
FSBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1204 holdings, FSBLX may share significant positions with broad-market funds.
FSBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSBLX tax-loss harvesting finds highly correlated but non-identical funds.