FTHMX Mutual Fund

NAV$33.98

AUM$165M

TER0.83%

Holdings93

FTHMX Mutual Fund

NAV$33.98

FullerThaler Behavioral Mid-Cap Equity Fund Institutional Class

AUM$165M

TER0.83%

Holdings93

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Holdings Overlap Analysis

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

FTHMX Mutual Fund Overlap Analysis

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

FTHMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, FTHMX may share significant positions with broad-market funds.

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