FSMMX Mutual Fund
NAV$11.47
AUM$38M
TER1.97%
Holdings678
FSMMX Mutual Fund
NAV$11.47
FS Multi-Strategy Alternatives Fund Class A
AUM$38M
TER1.97%
Holdings678

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FSMMX Mutual Fund Overlap Analysis
FSMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 678 holdings, FSMMX may share significant positions with broad-market funds.
FSMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSMMX tax-loss harvesting finds highly correlated but non-identical funds.