FTMAX Mutual Fund

NAV$23.69

AUM$47M

TER1.86%

Holdings630

FTMAX Mutual Fund

NAV$23.69

First Trust Multi-Strategy Fund Class A

AUM$47M

TER1.86%

Holdings630

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Holdings Overlap Analysis

Compare FTMAX 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 FTMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FTMAX Mutual Fund Overlap Analysis

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

FTMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 630 holdings, FTMAX may share significant positions with broad-market funds.

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