TOAXX Mutual Fund

NAV$1.00

AUM$1.2B

TER0.50%

Holdings99

See how much of TOAXX you already own

Just $25 once·$99/mo·Download sample

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TOAXX Mutual Fund

NAV$1.00

Federated Hermes Treasury Obligations Fund Class AS

AUM$1.2B

TER0.50%

Holdings99

See how much of TOAXX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

TOAXX Mutual Fund Overlap Analysis

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

TOAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, TOAXX may share significant positions with broad-market funds.

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