FLDCX Mutual Fund

NAV$8.84

TER1.10%

Holdings2,245

FLDCX Mutual Fund

NAV$8.84

Franklin Low Duration Total Return Fund Class C

TER1.10%

Holdings2,245

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Holdings Overlap Analysis

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

FLDCX Mutual Fund Overlap Analysis

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

FLDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2245 holdings, FLDCX may share significant positions with broad-market funds.

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