FTSAX Mutual Fund Holdings Overlap Calculator | MarketXLS

FTSAX Mutual Fund

NAV$49.29

AUM$2M

TER1.32%

Holdings56

See what you own twice

Check FTSAX against your other funds. Free for up to 5.

Check my overlap

FTSAX Mutual Fund

NAV$49.29

FullerThaler Behavioral Small-Mid Core Equity Fund Class A

AUM$2M

TER1.32%

Holdings56

See what you own twice

Check FTSAX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

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.