FBSAX Mutual Fund
FBSAX Mutual Fund
NAV$41.86
AUM$47M
TER0.65%
Holdings65
See how much of FBSAX you already own
FBSAX Mutual Fund
NAV$41.86
Franklin Mutual US Mid Cap Value Fund Advisor Class
AUM$47M
TER0.65%
Holdings65
See how much of FBSAX you already own
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.