FULLX Mutual Fund
NAV$9.27
AUM$1.3B
TER0.36%
Holdings462
FULLX Mutual Fund
NAV$9.27
Federated Hermes Ultrashort Bond Fund Class R6
AUM$1.3B
TER0.36%
Holdings462
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FULLX Mutual Fund Overlap Analysis
FULLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FULLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 462 holdings, FULLX may share significant positions with broad-market funds.
FULLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FULLX tax-loss harvesting finds highly correlated but non-identical funds.