FHMIX Mutual Fund Analysis & Holdings | MarketXLS

FHMIX Mutual Fund

NAV$10.00

AUM$466M

TER0.25%

Holdings138

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FHMIX Mutual Fund

NAV$10.00

Federated Hermes Conservative Municipal Microshort Fund Class Institutional

AUM$466M

TER0.25%

Holdings138

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

FHMIX Mutual Fund Overlap Analysis

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

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

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