FRBBX Mutual Fund
FRBBX Mutual Fund
NAV$21.52
AUM$731M
TER3.81%
Holdings70
See how much of FRBBX you already own
FRBBX Mutual Fund
NAV$21.52
Flat Rock Enhanced Income Fund
AUM$731M
TER3.81%
Holdings70
See how much of FRBBX you already own
FRBBX Mutual Fund Overlap Analysis
FRBBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, FRBBX may share significant positions with broad-market funds.
FRBBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRBBX tax-loss harvesting finds highly correlated but non-identical funds.