FSTBX Mutual Fund

NAV$23.17

AUM$147M

TER1.15%

Holdings1,204

FSTBX Mutual Fund

NAV$23.17

Federated Hermes Global Allocation Fund Class A

AUM$147M

TER1.15%

Holdings1,204

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Holdings Overlap Analysis

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

FSTBX Mutual Fund Overlap Analysis

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

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

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