FMXKX Mutual Fund
FMXKX Mutual Fund
NAV$9.07
AUM$74M
TER1.12%
Holdings472
See how much of FMXKX you already own
FMXKX Mutual Fund
NAV$9.07
Federated Hermes Max-Cap Index Fund Class R
AUM$74M
TER1.12%
Holdings472
See how much of FMXKX you already own
FMXKX Mutual Fund Overlap Analysis
FMXKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMXKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 472 holdings, FMXKX may share significant positions with broad-market funds.
FMXKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMXKX tax-loss harvesting finds highly correlated but non-identical funds.