FMSTX Mutual Fund
FMSTX Mutual Fund
NAV$41.10
AUM$1.6B
TER0.77%
Holdings126
See how much of FMSTX you already own
FMSTX Mutual Fund
NAV$41.10
Federated Hermes MDT Large Cap Value Fund Institutional Class
AUM$1.6B
TER0.77%
Holdings126
See how much of FMSTX you already own
FMSTX Mutual Fund Overlap Analysis
FMSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, FMSTX may share significant positions with broad-market funds.
FMSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMSTX tax-loss harvesting finds highly correlated but non-identical funds.