FTAXX Mutual Fund Analysis & Holdings | MarketXLS

FTAXX Mutual Fund

NAV$1.00

AUM$29M

TER0.75%

Holdings41

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FTAXX Mutual Fund

NAV$1.00

First American Retail Tax Free Obligations Fund Class A

AUM$29M

TER0.75%

Holdings41

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FTAXX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FTAXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FTAXX Mutual Fund Overlap Analysis

FTAXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FTAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, FTAXX may share significant positions with broad-market funds.

FTAXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTAXX tax-loss harvesting finds highly correlated but non-identical funds.