FGCIX Mutual Fund
FGCIX Mutual Fund
NAV$10.07
AUM$236M
TER0.38%
Holdings171
See how much of FGCIX you already own
FGCIX Mutual Fund
NAV$10.07
Federated Hermes Short-Intermediate Total Return Bond Fund Institutional Class
AUM$236M
TER0.38%
Holdings171
See how much of FGCIX you already own
FGCIX Mutual Fund Overlap Analysis
FGCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 171 holdings, FGCIX may share significant positions with broad-market funds.
FGCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGCIX tax-loss harvesting finds highly correlated but non-identical funds.