FULIX Mutual Fund
FULIX Mutual Fund
NAV$9.27
AUM$2.3B
TER0.37%
Holdings462
See how much of FULIX you already own
FULIX Mutual Fund
NAV$9.27
Federated Hermes Ultrashort Bond Fund Institutional Class
AUM$2.3B
TER0.37%
Holdings462
See how much of FULIX you already own
FULIX Mutual Fund Overlap Analysis
FULIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FULIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 462 holdings, FULIX may share significant positions with broad-market funds.
FULIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FULIX tax-loss harvesting finds highly correlated but non-identical funds.