FLDZX Mutual Fund
FLDZX Mutual Fund
NAV$8.87
AUM$229M
TER0.45%
Holdings1,974
See how much of FLDZX you already own
FLDZX Mutual Fund
NAV$8.87
Franklin Low Duration Total Return Fund Class Advisor
AUM$229M
TER0.45%
Holdings1,974
See how much of FLDZX you already own
FLDZX Mutual Fund Overlap Analysis
FLDZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLDZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1974 holdings, FLDZX may share significant positions with broad-market funds.
FLDZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLDZX tax-loss harvesting finds highly correlated but non-identical funds.