FLXIX Mutual Fund
FLXIX Mutual Fund
NAV$11.72
AUM$40M
TER1.52%
Holdings65
FLXIX Mutual Fund
NAV$11.72
Absolute Flexible Fund Class Institutional
AUM$40M
TER1.52%
Holdings65
FLXIX Mutual Fund Overlap Analysis
FLXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, FLXIX may share significant positions with broad-market funds.
FLXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLXIX tax-loss harvesting finds highly correlated but non-identical funds.