FHMAX Mutual Fund

NAV$10.00

AUM$146M

TER0.40%

Holdings138

FHMAX Mutual Fund

NAV$10.00

Federated Hermes Conservative Municipal Microshort Fund Class A

AUM$146M

TER0.40%

Holdings138

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare FHMAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FHMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FHMAX Mutual Fund Overlap Analysis

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

FHMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 138 holdings, FHMAX may share significant positions with broad-market funds.

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