FSHIX Mutual Fund Analysis & Holdings | MarketXLS

FSHIX Mutual Fund

NAV$10.04

AUM$274M

TER0.40%

Holdings203

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FSHIX Mutual Fund

NAV$10.04

Federated Hermes Short-Intermediate Municipal Fund Class Institutional

AUM$274M

TER0.40%

Holdings203

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

FSHIX Mutual Fund Overlap Analysis

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

FSHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 203 holdings, FSHIX may share significant positions with broad-market funds.

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