FTAGX Mutual Fund
FTAGX Mutual Fund
NAV$28.41
AUM$16M
TER1.70%
Holdings10
See how much of FTAGX you already own
FTAGX Mutual Fund
NAV$28.41
Westwood Broadmark Tactical Growth Fund Class A
AUM$16M
TER1.70%
Holdings10
See how much of FTAGX you already own
FTAGX Mutual Fund Overlap Analysis
FTAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FTAGX may share significant positions with broad-market funds.
FTAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTAGX tax-loss harvesting finds highly correlated but non-identical funds.