FBSIX Mutual Fund
FBSIX Mutual Fund
NAV$41.69
AUM$38M
TER0.56%
Holdings65
See how much of FBSIX you already own
FBSIX Mutual Fund
NAV$41.69
Franklin Mutual US Mid Cap Value Fund Class R6
AUM$38M
TER0.56%
Holdings65
See how much of FBSIX you already own
FBSIX Mutual Fund Overlap Analysis
FBSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, FBSIX may share significant positions with broad-market funds.
FBSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBSIX tax-loss harvesting finds highly correlated but non-identical funds.