FATRX Mutual Fund
FATRX Mutual Fund
NAV$9.30
AUM$465M
TER0.71%
Holdings355
See how much of FATRX you already own
FATRX Mutual Fund
NAV$9.30
Frost Total Return Bond Fund Investor Class Shares
AUM$465M
TER0.71%
Holdings355
See how much of FATRX you already own
FATRX Mutual Fund Overlap Analysis
FATRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FATRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 355 holdings, FATRX may share significant positions with broad-market funds.
FATRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FATRX tax-loss harvesting finds highly correlated but non-identical funds.