FBSAX Mutual Fund

NAV$42.05

AUM$47M

TER0.65%

Holdings65

FBSAX Mutual Fund

NAV$42.05

Franklin Mutual US Mid Cap Value Fund Advisor Class

AUM$47M

TER0.65%

Holdings65

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Holdings Overlap Analysis

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

FBSAX Mutual Fund Overlap Analysis

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

FBSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, FBSAX may share significant positions with broad-market funds.

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