FAMDX Mutual Fund
FAMDX Mutual Fund
NAV$22.95
AUM$127M
TER1.15%
Holdings26
See how much of FAMDX you already own
FAMDX Mutual Fund
NAV$22.95
FAM Small Cap Fund Institutional Shares
AUM$127M
TER1.15%
Holdings26
See how much of FAMDX you already own
FAMDX Mutual Fund Overlap Analysis
FAMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, FAMDX may share significant positions with broad-market funds.
FAMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAMDX tax-loss harvesting finds highly correlated but non-identical funds.