FSTBX Mutual Fund
FSTBX Mutual Fund
NAV$23.87
AUM$148M
TER1.15%
Holdings1,204
See how much of FSTBX you already own
FSTBX Mutual Fund
NAV$23.87
Federated Hermes Global Allocation Fund Class A
AUM$148M
TER1.15%
Holdings1,204
See how much of FSTBX you already own
FSTBX Mutual Fund Overlap Analysis
FSTBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1204 holdings, FSTBX may share significant positions with broad-market funds.
FSTBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSTBX tax-loss harvesting finds highly correlated but non-identical funds.