FOSBX Mutual Fund Analysis & Holdings | MarketXLS

FOSBX Mutual Fund

NAV$36.23

AUM$609M

TER0.96%

Holdings60

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FOSBX Mutual Fund

NAV$36.23

Tributary Small Company Fund Institutional Plus Class

AUM$609M

TER0.96%

Holdings60

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

FOSBX Mutual Fund Overlap Analysis

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

FOSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, FOSBX may share significant positions with broad-market funds.

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