MODXX Mutual Fund
MODXX Mutual Fund
NAV$1.00
AUM$131M
TER0.91%
Holdings511
MODXX Mutual Fund
NAV$1.00
Federated Hermes Municipal Obligations Fund Class C II
AUM$131M
TER0.91%
Holdings511
MODXX Mutual Fund Overlap Analysis
MODXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MODXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 511 holdings, MODXX may share significant positions with broad-market funds.
MODXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MODXX tax-loss harvesting finds highly correlated but non-identical funds.