FLDZX Mutual Fund
FLDZX Mutual Fund
NAV$8.95
AUM$229M
TER0.45%
Holdings2,245
FLDZX Mutual Fund
NAV$8.95
Franklin Low Duration Total Return Fund Class Advisor
AUM$229M
TER0.45%
Holdings2,245
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 2245 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.