FDAAX Mutual Fund
FDAAX Mutual Fund
NAV$7.19
AUM$188M
TER0.70%
Holdings298
See how much of FDAAX you already own
FDAAX Mutual Fund
NAV$7.19
Franklin Floating Rate Daily Access Fund Advisor Class
AUM$188M
TER0.70%
Holdings298
See how much of FDAAX you already own
FDAAX Mutual Fund Overlap Analysis
FDAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 298 holdings, FDAAX may share significant positions with broad-market funds.
FDAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDAAX tax-loss harvesting finds highly correlated but non-identical funds.