FGTBX Mutual Fund
FGTBX Mutual Fund
NAV$8.02
AUM$1M
TER0.79%
Holdings90
See how much of FGTBX you already own
FGTBX Mutual Fund
NAV$8.02
Federated Hermes Global Total Return Bond Fund Institutional Class
AUM$1M
TER0.79%
Holdings90
See how much of FGTBX you already own
FGTBX Mutual Fund Overlap Analysis
FGTBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, FGTBX may share significant positions with broad-market funds.
FGTBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGTBX tax-loss harvesting finds highly correlated but non-identical funds.