FGFSX Mutual Fund Analysis & Holdings | MarketXLS

FGFSX Mutual Fund

NAV$8.27

AUM$881,502.6

TER0.59%

Holdings54

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FGFSX Mutual Fund

NAV$8.27

Federated Hermes Core Bond Fund Class A Shares

AUM$881,502.6

TER0.59%

Holdings54

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

FGFSX Mutual Fund Overlap Analysis

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

FGFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, FGFSX may share significant positions with broad-market funds.

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