FORXX Mutual Fund
FORXX Mutual Fund
AUM$2.5B
TER0.16%
Holdings50
FORXX Mutual Fund
First American US Treasury Money Market Fund Class X
AUM$2.5B
TER0.16%
Holdings50
FORXX Mutual Fund Overlap Analysis
FORXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FORXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, FORXX may share significant positions with broad-market funds.
FORXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FORXX tax-loss harvesting finds highly correlated but non-identical funds.