FTRLX Mutual Fund

FTRLX Mutual Fund

NAV$9.30
See how much of FTRLX you already own
Just $25 once·$99/mo·Download sample
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Holdings Overlap Analysis

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

FTRLX Mutual Fund Overlap Analysis

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

FTRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 990 holdings, FTRLX may share significant positions with broad-market funds.

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