ICBRX Mutual Fund Analysis & Holdings | MarketXLS

ICBRX Mutual Fund

NAV$8.52

AUM$260M

TER0.46%

Holdings499

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ICBRX Mutual Fund

NAV$8.52

Federated Hermes Intermediate Corporate Bond Fund Class R6

AUM$260M

TER0.46%

Holdings499

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

ICBRX Mutual Fund Overlap Analysis

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

ICBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 499 holdings, ICBRX may share significant positions with broad-market funds.

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