FADLX Mutual Fund
FADLX Mutual Fund
NAV$9.83
AUM$28M
TER0.69%
Holdings51
See how much of FADLX you already own
FADLX Mutual Fund
NAV$9.83
Frost Low Duration Bond Fund Investor Class Shares
AUM$28M
TER0.69%
Holdings51
See how much of FADLX you already own
FADLX Mutual Fund Overlap Analysis
FADLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FADLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, FADLX may share significant positions with broad-market funds.
FADLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FADLX tax-loss harvesting finds highly correlated but non-identical funds.