FSHSX Mutual Fund Analysis & Holdings | MarketXLS

FSHSX Mutual Fund

NAV$10.04

AUM$5M

TER0.65%

Holdings203

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FSHSX Mutual Fund

NAV$10.04

Federated Hermes Short-Intermediate Municipal Fund Service Class

AUM$5M

TER0.65%

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

FSHSX Mutual Fund Overlap Analysis

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

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

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