FIUSX Mutual Fund
FIUSX Mutual Fund
NAV$39.26
AUM$501M
TER1.11%
Holdings99
See how much of FIUSX you already own
FIUSX Mutual Fund
NAV$39.26
Nomura Opportunity Fund Class A
AUM$501M
TER1.11%
Holdings99
See how much of FIUSX you already own
FIUSX Mutual Fund Overlap Analysis
FIUSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, FIUSX may share significant positions with broad-market funds.
FIUSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIUSX tax-loss harvesting finds highly correlated but non-identical funds.