FHUMX Mutual Fund
FHUMX Mutual Fund
NAV$16.20
AUM$5M
TER0.83%
Holdings49
See how much of FHUMX you already own
FHUMX Mutual Fund
NAV$16.20
Federated Hermes US SMID Fund Class IS
AUM$5M
TER0.83%
Holdings49
See how much of FHUMX you already own
FHUMX Mutual Fund Overlap Analysis
FHUMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHUMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, FHUMX may share significant positions with broad-market funds.
FHUMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHUMX tax-loss harvesting finds highly correlated but non-identical funds.