FBFQX Mutual Fund
FBFQX Mutual Fund
NAV$13.68
AUM$4M
TER1.16%
Holdings173
See how much of FBFQX you already own
FBFQX Mutual Fund
NAV$13.68
Franklin Managed Income Fund Class R
AUM$4M
TER1.16%
Holdings173
See how much of FBFQX you already own
FBFQX Mutual Fund Overlap Analysis
FBFQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBFQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 173 holdings, FBFQX may share significant positions with broad-market funds.
FBFQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBFQX tax-loss harvesting finds highly correlated but non-identical funds.