FLDRX Mutual Fund
FLDRX Mutual Fund
NAV$8.89
TER0.95%
Holdings2,245
See how much of FLDRX you already own
FLDRX Mutual Fund
NAV$8.89
Franklin Low Duration Total Return Fund Class R
TER0.95%
Holdings2,245
See how much of FLDRX you already own
FLDRX Mutual Fund Overlap Analysis
FLDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2245 holdings, FLDRX may share significant positions with broad-market funds.
FLDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLDRX tax-loss harvesting finds highly correlated but non-identical funds.