FMTHX Mutual Fund Analysis & Holdings | MarketXLS

FMTHX Mutual Fund

NAV$9.63

AUM$138M

TER0.72%

Holdings203

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FMTHX Mutual Fund

NAV$9.63

Federated Hermes Short-Intermediate Municipal Fund Class A2

AUM$138M

TER0.72%

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

FMTHX Mutual Fund Overlap Analysis

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

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

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