FULBX Mutual Fund
NAV$9.28
AUM$14M
TER0.47%
Holdings462
FULBX Mutual Fund
NAV$9.28
Federated Hermes Ultrashort Bond Fund Service Class
AUM$14M
TER0.47%
Holdings462
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FULBX Mutual Fund Overlap Analysis
FULBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FULBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 462 holdings, FULBX may share significant positions with broad-market funds.
FULBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FULBX tax-loss harvesting finds highly correlated but non-identical funds.