FLRAX Mutual Fund
FLRAX Mutual Fund
NAV$48.85
AUM$28M
TER1.01%
Holdings57
FLRAX Mutual Fund
NAV$48.85
Nuveen Large Cap Select Class A
AUM$28M
TER1.01%
Holdings57
FLRAX Mutual Fund Overlap Analysis
FLRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, FLRAX may share significant positions with broad-market funds.
FLRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRAX tax-loss harvesting finds highly correlated but non-identical funds.