FLDGX Mutual Fund

NAV$16.72

AUM$43M

TER1.42%

Holdings232

FLDGX Mutual Fund

NAV$16.72

Meeder Dynamic Allocation Fund Retail Class

AUM$43M

TER1.42%

Holdings232

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Holdings Overlap Analysis

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

FLDGX Mutual Fund Overlap Analysis

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

FLDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 232 holdings, FLDGX may share significant positions with broad-market funds.

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