SRBRX Mutual Fund

NAV$10.04

AUM$196M

TER0.37%

Holdings157

SRBRX Mutual Fund

NAV$10.04

Federated Hermes Short-Intermediate Total Return Bond Fund Class R6

AUM$196M

TER0.37%

Holdings157

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Holdings Overlap Analysis

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

SRBRX Mutual Fund Overlap Analysis

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

SRBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, SRBRX may share significant positions with broad-market funds.

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