FTIQX Mutual Fund Analysis & Holdings | MarketXLS

FTIQX Mutual Fund

NAV$8.23

AUM$188M

TER0.66%

Holdings452

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FTIQX Mutual Fund

NAV$8.23

Federated Hermes Short-Term Income Fund Class A2

AUM$188M

TER0.66%

Holdings452

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

FTIQX Mutual Fund Overlap Analysis

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

FTIQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 452 holdings, FTIQX may share significant positions with broad-market funds.

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