FGSAX Mutual Fund
FGSAX Mutual Fund
NAV$62.38
AUM$550M
TER1.15%
Holdings125
See how much of FGSAX you already own
FGSAX Mutual Fund
NAV$62.38
Federated Hermes MDT Mid Cap Growth Fund Class A
AUM$550M
TER1.15%
Holdings125
See how much of FGSAX you already own
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.