FSMBX Mutual Fund Analysis & Holdings | MarketXLS

FSMBX Mutual Fund

NAV$19.04

AUM$15M

TER0.90%

Holdings59

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FSMBX Mutual Fund

NAV$19.04

Tributary Small/Mid Cap Fund Institutional Plus Class

AUM$15M

TER0.90%

Holdings59

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

FSMBX Mutual Fund Overlap Analysis

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

FSMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, FSMBX may share significant positions with broad-market funds.

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