FTHMX Mutual Fund
FTHMX Mutual Fund
NAV$33.59
AUM$174M
TER0.83%
Holdings93
See how much of FTHMX you already own
FTHMX Mutual Fund
NAV$33.59
FullerThaler Behavioral Mid-Cap Equity Fund Institutional Class
AUM$174M
TER0.83%
Holdings93
See how much of FTHMX you already own
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.