FGCSX Mutual Fund
FGCSX Mutual Fund
NAV$10.04
AUM$4M
TER0.63%
Holdings171
See how much of FGCSX you already own
FGCSX Mutual Fund
NAV$10.04
Federated Hermes Short-Intermediate Total Return Bond Fund Service Class
AUM$4M
TER0.63%
Holdings171
See how much of FGCSX you already own
FGCSX Mutual Fund Overlap Analysis
FGCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 171 holdings, FGCSX may share significant positions with broad-market funds.
FGCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGCSX tax-loss harvesting finds highly correlated but non-identical funds.