FEUNX Mutual Fund
FEUNX Mutual Fund
NAV$9.38
AUM$329M
TER0.31%
Holdings223
See how much of FEUNX you already own
FEUNX Mutual Fund
NAV$9.38
Federated Hermes Adjustable Rate Fund Institutional Class
AUM$329M
TER0.31%
Holdings223
See how much of FEUNX you already own
FEUNX Mutual Fund Overlap Analysis
FEUNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEUNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 223 holdings, FEUNX may share significant positions with broad-market funds.
FEUNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEUNX tax-loss harvesting finds highly correlated but non-identical funds.