FSGVX Mutual Fund Analysis & Holdings | MarketXLS

FSGVX Mutual Fund

NAV$9.66

AUM$19M

TER0.37%

Holdings25

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FSGVX Mutual Fund

NAV$9.66

Federated Hermes Short-Term Government Fund Institutional Class

AUM$19M

TER0.37%

Holdings25

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

FSGVX Mutual Fund Overlap Analysis

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

FSGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FSGVX may share significant positions with broad-market funds.

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