FOSCX Mutual Fund
FOSCX Mutual Fund
NAV$34.47
AUM$39M
TER1.17%
Holdings64
See how much of FOSCX you already own
FOSCX Mutual Fund
NAV$34.47
Tributary Small Company Fund Institutional Class
AUM$39M
TER1.17%
Holdings64
See how much of FOSCX you already own
FOSCX Mutual Fund Overlap Analysis
FOSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FOSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FOSCX may share significant positions with broad-market funds.
FOSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOSCX tax-loss harvesting finds highly correlated but non-identical funds.