FHURX Mutual Fund
FHURX Mutual Fund
NAV$13.61
AUM$4M
TER0.78%
Holdings49
See how much of FHURX you already own
FHURX Mutual Fund
NAV$13.61
Federated Hermes US SMID Fund Class R6
AUM$4M
TER0.78%
Holdings49
See how much of FHURX you already own
FHURX Mutual Fund Overlap Analysis
FHURX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHURX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, FHURX may share significant positions with broad-market funds.
FHURX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHURX tax-loss harvesting finds highly correlated but non-identical funds.