FMIQX Mutual Fund
FMIQX Mutual Fund
NAV$14.58
AUM$440M
TER0.71%
Holdings27
See how much of FMIQX you already own
FMIQX Mutual Fund
NAV$14.58
FMI Large Cap Fund Institutional Class
AUM$440M
TER0.71%
Holdings27
See how much of FMIQX you already own
FMIQX Mutual Fund Overlap Analysis
FMIQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMIQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FMIQX may share significant positions with broad-market funds.
FMIQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMIQX tax-loss harvesting finds highly correlated but non-identical funds.