FBLAX Mutual Fund
FBLAX Mutual Fund
NAV$13.57
AUM$2.8B
TER0.91%
Holdings173
See how much of FBLAX you already own
FBLAX Mutual Fund
NAV$13.57
Franklin Managed Income Fund Class A
AUM$2.8B
TER0.91%
Holdings173
See how much of FBLAX you already own
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.