FGTBX Mutual Fund Analysis & Holdings | MarketXLS

FGTBX Mutual Fund

NAV$8.02

AUM$1M

TER0.79%

Holdings90

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FGTBX Mutual Fund

NAV$8.02

Federated Hermes Global Total Return Bond Fund Institutional Class

AUM$1M

TER0.79%

Holdings90

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

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.