FGCAX Mutual Fund

NAV$10.06

AUM$181M

TER0.63%

Holdings171

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FGCAX Mutual Fund

NAV$10.06

Federated Hermes Short-Intermediate Total Return Bond Fund Class A

AUM$181M

TER0.63%

Holdings171

See how much of FGCAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FGCAX Mutual Fund Overlap Analysis

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

FGCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 171 holdings, FGCAX may share significant positions with broad-market funds.

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