FULAX Mutual Fund
FULAX Mutual Fund
NAV$9.28
AUM$744M
TER0.52%
Holdings462
See how much of FULAX you already own
FULAX Mutual Fund
NAV$9.28
Federated Hermes Ultrashort Bond Fund Class A
AUM$744M
TER0.52%
Holdings462
See how much of FULAX you already own
FULAX Mutual Fund Overlap Analysis
FULAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FULAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 462 holdings, FULAX may share significant positions with broad-market funds.
FULAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FULAX tax-loss harvesting finds highly correlated but non-identical funds.