FULAX Mutual Fund

NAV$9.27

AUM$731M

TER0.52%

Holdings462

FULAX Mutual Fund

NAV$9.27

Federated Hermes Ultrashort Bond Fund Class A

AUM$731M

TER0.52%

Holdings462

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Holdings Overlap Analysis

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

FULAX Mutual Fund Overlap Analysis

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

FULAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 462 holdings, FULAX may share significant positions with broad-market funds.

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