FBDAX Mutual Fund
FBDAX Mutual Fund
NAV$8.26
TER0.48%
Holdings2,338
See how much of FBDAX you already own
FBDAX Mutual Fund
NAV$8.26
Franklin Total Return Fund Advisor Class
TER0.48%
Holdings2,338
See how much of FBDAX you already own
FBDAX Mutual Fund Overlap Analysis
FBDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2338 holdings, FBDAX may share significant positions with broad-market funds.
FBDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBDAX tax-loss harvesting finds highly correlated but non-identical funds.