FLDAX Mutual Fund Analysis & Holdings | MarketXLS

FLDAX Mutual Fund

NAV$8.91

AUM$1.6B

TER0.70%

Holdings2,245

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FLDAX Mutual Fund

NAV$8.91

Franklin Low Duration Total Return Fund Class A

AUM$1.6B

TER0.70%

Holdings2,245

See inside every fund you own

$45/quarter 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 FLDAX 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 FLDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FLDAX Mutual Fund Overlap Analysis

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

FLDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2245 holdings, FLDAX may share significant positions with broad-market funds.

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