FCSGX Mutual Fund
FCSGX Mutual Fund
NAV$17.47
TER1.79%
Holdings127
FCSGX Mutual Fund
NAV$17.47
Franklin Small Cap Growth Fund Class C
TER1.79%
Holdings127
FCSGX Mutual Fund Overlap Analysis
FCSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 127 holdings, FCSGX may share significant positions with broad-market funds.
FCSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCSGX tax-loss harvesting finds highly correlated but non-identical funds.