FLDRX Mutual Fund

NAV$8.89

TER0.95%

Holdings2,245

FLDRX Mutual Fund

NAV$8.89

Franklin Low Duration Total Return Fund Class R

TER0.95%

Holdings2,245

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Holdings Overlap Analysis

Compare FLDRX 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 FLDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.