FMUSX Mutual Fund Analysis & Holdings | MarketXLS

FMUSX Mutual Fund

NAV$10.02

AUM$961M

TER0.36%

Holdings273

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FMUSX Mutual Fund

NAV$10.02

Federated Hermes Municipal Ultrashort Fund Institutional Class

AUM$961M

TER0.36%

Holdings273

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

FMUSX Mutual Fund Overlap Analysis

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

FMUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 273 holdings, FMUSX may share significant positions with broad-market funds.

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