FCBSX Mutual Fund
FCBSX Mutual Fund
NAV$37.05
AUM$31M
TER1.65%
Holdings65
See how much of FCBSX you already own
FCBSX Mutual Fund
NAV$37.05
Franklin Mutual US Mid Cap Value Fund Class C
AUM$31M
TER1.65%
Holdings65
See how much of FCBSX you already own
FCBSX Mutual Fund Overlap Analysis
FCBSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, FCBSX may share significant positions with broad-market funds.
FCBSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCBSX tax-loss harvesting finds highly correlated but non-identical funds.