FTZXX Mutual Fund
FTZXX Mutual Fund
NAV$1.00
AUM$340M
TER0.20%
Holdings41
See how much of FTZXX you already own
FTZXX Mutual Fund
NAV$1.00
First American Retail Tax Free Obligations Fund Class Z
AUM$340M
TER0.20%
Holdings41
See how much of FTZXX you already own
FTZXX Mutual Fund Overlap Analysis
FTZXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTZXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, FTZXX may share significant positions with broad-market funds.
FTZXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTZXX tax-loss harvesting finds highly correlated but non-identical funds.