FLDFX Mutual Fund
FLDFX Mutual Fund
NAV$14.63
AUM$38M
TER1.50%
Holdings173
See how much of FLDFX you already own
FLDFX Mutual Fund
NAV$14.63
Meeder Balanced Fund Retail Class
AUM$38M
TER1.50%
Holdings173
See how much of FLDFX you already own
FLDFX Mutual Fund Overlap Analysis
FLDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 173 holdings, FLDFX may share significant positions with broad-market funds.
FLDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLDFX tax-loss harvesting finds highly correlated but non-identical funds.