FBDAX Mutual Fund

NAV$8.24

TER0.48%

Holdings2,338

FBDAX Mutual Fund

NAV$8.24

Franklin Total Return Fund Advisor Class

TER0.48%

Holdings2,338

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare FBDAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBDAX Mutual Fund Overlap Analysis

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

FBDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2338 holdings, FBDAX may share significant positions with broad-market funds.

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