FMTHX Mutual Fund
FMTHX Mutual Fund
NAV$9.63
AUM$138M
TER0.72%
Holdings203
See how much of FMTHX you already own
FMTHX Mutual Fund
NAV$9.63
Federated Hermes Short-Intermediate Municipal Fund Class A2
AUM$138M
TER0.72%
Holdings203
See how much of FMTHX you already own
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.