FAFRX Mutual Fund
NAV$7.26
AUM$1.2B
TER0.95%
Holdings295
FAFRX Mutual Fund
NAV$7.26
Franklin Floating Rate Daily Access Fund Class A
AUM$1.2B
TER0.95%
Holdings295
FAFRX Mutual Fund Overlap Analysis
FAFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 295 holdings, FAFRX may share significant positions with broad-market funds.
FAFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAFRX tax-loss harvesting finds highly correlated but non-identical funds.