FBLAX Mutual Fund Analysis & Holdings | MarketXLS

FBLAX Mutual Fund

NAV$13.66

AUM$2.8B

TER0.91%

Holdings173

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FBLAX Mutual Fund

NAV$13.66

Franklin Managed Income Fund Class A

AUM$2.8B

TER0.91%

Holdings173

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FBLAX Mutual Fund Overlap Analysis

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

FBLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 173 holdings, FBLAX may share significant positions with broad-market funds.

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