FRLCX Mutual Fund
FRLCX Mutual Fund
NAV$15.65
TER1.93%
Holdings69
See how much of FRLCX you already own
FRLCX Mutual Fund
NAV$15.65
Nuveen Real Estate Securities Fund Class C
TER1.93%
Holdings69
See how much of FRLCX you already own
FRLCX Mutual Fund Overlap Analysis
FRLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, FRLCX may share significant positions with broad-market funds.
FRLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRLCX tax-loss harvesting finds highly correlated but non-identical funds.