FSTLX Mutual Fund
FSTLX Mutual Fund
NAV$42.32
AUM$350M
TER0.70%
Holdings126
FSTLX Mutual Fund
NAV$42.32
Federated Hermes MDT Large Cap Value Fund Class R6
AUM$350M
TER0.70%
Holdings126
FSTLX Mutual Fund Overlap Analysis
FSTLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSTLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, FSTLX may share significant positions with broad-market funds.
FSTLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSTLX tax-loss harvesting finds highly correlated but non-identical funds.