FSMCX Mutual Fund
FSMCX Mutual Fund
NAV$18.93
AUM$509,400.9
TER0.94%
Holdings59
See how much of FSMCX you already own
FSMCX Mutual Fund
NAV$18.93
Tributary Small/Mid Cap Fund Institutional Class
AUM$509,400.9
TER0.94%
Holdings59
See how much of FSMCX you already own
FSMCX Mutual Fund Overlap Analysis
FSMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, FSMCX may share significant positions with broad-market funds.
FSMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSMCX tax-loss harvesting finds highly correlated but non-identical funds.