FMDTX Mutual Fund
FMDTX Mutual Fund
NAV$9.73
AUM$281M
TER0.75%
Holdings104
FMDTX Mutual Fund
NAV$9.73
Franklin Maryland Tax-Free Income Fund Class A1
AUM$281M
TER0.75%
Holdings104
FMDTX Mutual Fund Overlap Analysis
FMDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, FMDTX may share significant positions with broad-market funds.
FMDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMDTX tax-loss harvesting finds highly correlated but non-identical funds.