FTMIX Mutual Fund

NAV$24.21

AUM$1.3B

TER1.60%

Holdings630

See how much of FTMIX you already own

Just $25 once·$99/mo·Download sample

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FTMIX Mutual Fund

NAV$24.21

First Trust Multi-Strategy Fund Class I

AUM$1.3B

TER1.60%

Holdings630

See how much of FTMIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FTMIX Mutual Fund Overlap Analysis

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

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

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