FEUGX Mutual Fund
FEUGX Mutual Fund
NAV$9.38
AUM$133M
TER0.56%
Holdings223
See how much of FEUGX you already own
FEUGX Mutual Fund
NAV$9.38
Federated Hermes Adjustable Rate Fund Class A
AUM$133M
TER0.56%
Holdings223
See how much of FEUGX you already own
FEUGX Mutual Fund Overlap Analysis
FEUGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEUGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 223 holdings, FEUGX may share significant positions with broad-market funds.
FEUGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEUGX tax-loss harvesting finds highly correlated but non-identical funds.