FGSAX Mutual Fund Analysis & Holdings | MarketXLS

FGSAX Mutual Fund

NAV$64.00

AUM$529M

TER1.15%

Holdings125

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FGSAX Mutual Fund

NAV$64.00

Federated Hermes MDT Mid Cap Growth Fund Class A

AUM$529M

TER1.15%

Holdings125

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

FGSAX Mutual Fund Overlap Analysis

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

FGSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, FGSAX may share significant positions with broad-market funds.

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