FMTAX Mutual Fund Analysis & Holdings | MarketXLS

FMTAX Mutual Fund

NAV$10.04

AUM$121M

TER0.65%

Holdings203

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FMTAX Mutual Fund

NAV$10.04

Federated Hermes Short-Intermediate Municipal Fund Class A

AUM$121M

TER0.65%

Holdings203

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare FMTAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FMTAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FMTAX Mutual Fund Overlap Analysis

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

FMTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 203 holdings, FMTAX may share significant positions with broad-market funds.

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