FFRFX Mutual Fund Analysis & Holdings | MarketXLS

FFRFX Mutual Fund

NAV$8.65

AUM$180M

TER0.99%

Holdings46

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FFRFX Mutual Fund

NAV$8.65

Federated Hermes Floating Rate Strategic Income Fund Class A1

AUM$180M

TER0.99%

Holdings46

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FFRFX Mutual Fund Overlap Analysis

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

FFRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, FFRFX may share significant positions with broad-market funds.

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