FMXSX Mutual Fund

NAV$9.14

AUM$70M

TER0.67%

Holdings472

See how much of FMXSX you already own

Just $25 once·$99/mo·Download sample

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FMXSX Mutual Fund

NAV$9.14

Federated Hermes Max-Cap Index Fund Service Class

AUM$70M

TER0.67%

Holdings472

See how much of FMXSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FMXSX Mutual Fund Overlap Analysis

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

FMXSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 472 holdings, FMXSX may share significant positions with broad-market funds.

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