FIGIX Mutual Fund

NAV$9.58

AUM$6M

TER0.83%

Holdings44

FIGIX Mutual Fund

NAV$9.58

Federated Hermes Short-Intermediate Government Fund Service Class

AUM$6M

TER0.83%

Holdings44

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

Holdings Overlap Analysis

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

FIGIX Mutual Fund Overlap Analysis

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

FIGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, FIGIX may share significant positions with broad-market funds.

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