FLTEX Mutual Fund
NAV$15.54
AUM$49M
TER0.26%
Holdings1,923
FLTEX Mutual Fund
NAV$15.54
Limited Term Tax-Exempt Bond Fund of America - Class F-3
AUM$49M
TER0.26%
Holdings1,923
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$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.
FLTEX Mutual Fund Overlap Analysis
FLTEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1923 holdings, FLTEX may share significant positions with broad-market funds.
FLTEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLTEX tax-loss harvesting finds highly correlated but non-identical funds.