FLDGX Mutual Fund
FLDGX Mutual Fund
NAV$16.69
AUM$40M
TER1.42%
Holdings221
See how much of FLDGX you already own
FLDGX Mutual Fund
NAV$16.69
Meeder Dynamic Allocation Fund Retail Class
AUM$40M
TER1.42%
Holdings221
See how much of FLDGX you already own
FLDGX Mutual Fund Overlap Analysis
FLDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, FLDGX may share significant positions with broad-market funds.
FLDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLDGX tax-loss harvesting finds highly correlated but non-identical funds.