FMSRX Mutual Fund

NAV$17.13

AUM$8M

TER0.95%

Holdings29

See how much of FMSRX you already own

Just $25 once·$69/mo·Download sample

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FMSRX Mutual Fund

NAV$17.13

MFG Global Sustainable Fund Service Class

AUM$8M

TER0.95%

Holdings29

See how much of FMSRX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FMSRX Mutual Fund Overlap Analysis

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

FMSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, FMSRX may share significant positions with broad-market funds.

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