FTSAX Mutual Fund
FTSAX Mutual Fund
NAV$46.73
AUM$2M
TER1.32%
Holdings56
See how much of FTSAX you already own
FTSAX Mutual Fund
NAV$46.73
FullerThaler Behavioral Small-Mid Core Equity Fund Class A
AUM$2M
TER1.32%
Holdings56
See how much of FTSAX you already own
FTSAX Mutual Fund Overlap Analysis
FTSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, FTSAX may share significant positions with broad-market funds.
FTSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTSAX tax-loss harvesting finds highly correlated but non-identical funds.