FGSIX Mutual Fund

NAV$68.68

AUM$4.7B

TER0.85%

Holdings125

See how much of FGSIX you already own

Just $25 once·$69/mo·Download sample

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FGSIX Mutual Fund

NAV$68.68

Federated Hermes MDT Mid Cap Growth Fund Institutional Class

AUM$4.7B

TER0.85%

Holdings125

See how much of FGSIX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FGSIX Mutual Fund Overlap Analysis

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

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

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