FSTRX Mutual Fund

NAV$42.02

AUM$724M

TER0.99%

Holdings126

FSTRX Mutual Fund

NAV$42.02

Federated Hermes MDT Large Cap Value Fund Class A

AUM$724M

TER0.99%

Holdings126

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FSTRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSTRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSTRX Mutual Fund Overlap Analysis

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

FSTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, FSTRX may share significant positions with broad-market funds.

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