FAUDX Mutual Fund
NAV$9.90
AUM$7.0B
TER0.20%
Holdings1,164
FAUDX Mutual Fund
NAV$9.90
Strategic Advisers Short Duration Fund
AUM$7.0B
TER0.20%
Holdings1,164
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FAUDX Mutual Fund Overlap Analysis
FAUDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAUDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1164 holdings, FAUDX may share significant positions with broad-market funds.
FAUDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAUDX tax-loss harvesting finds highly correlated but non-identical funds.