FOSPX Mutual Fund
FOSPX Mutual Fund
NAV$9.03
AUM$206M
TER0.45%
Holdings221
See how much of FOSPX you already own
FOSPX Mutual Fund
NAV$9.03
Tributary Short-Intermediate Bond Fund Institutional Plus Class
AUM$206M
TER0.45%
Holdings221
See how much of FOSPX you already own
FOSPX Mutual Fund Overlap Analysis
FOSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FOSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, FOSPX may share significant positions with broad-market funds.
FOSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOSPX tax-loss harvesting finds highly correlated but non-identical funds.