FALEX Mutual Fund

NAV$10.22

TER1.30%

Holdings203

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FALEX Mutual Fund

NAV$10.22

Franklin Alabama Tax-Free Income Fund Class C

TER1.30%

Holdings203

See inside every fund you own

$99/yr 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 FALEX 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 FALEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FALEX Mutual Fund Overlap Analysis

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

FALEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 203 holdings, FALEX may share significant positions with broad-market funds.

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