FLOTX Mutual Fund
NAV$8.94
AUM$37M
TER1.92%
Holdings8
FLOTX Mutual Fund
NAV$8.94
DF Tactical Yield Fund Class I
AUM$37M
TER1.92%
Holdings8

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FLOTX Mutual Fund Overlap Analysis
FLOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FLOTX may share significant positions with broad-market funds.
FLOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLOTX tax-loss harvesting finds highly correlated but non-identical funds.