FCSZX Mutual Fund
FCSZX Mutual Fund
NAV$26.12
AUM$2.4B
TER0.57%
Holdings74
See how much of FCSZX you already own
FCSZX Mutual Fund
NAV$26.12
Franklin Convertible Securities Fund Class Advisor
AUM$2.4B
TER0.57%
Holdings74
See how much of FCSZX you already own
FCSZX Mutual Fund Overlap Analysis
FCSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, FCSZX may share significant positions with broad-market funds.
FCSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCSZX tax-loss harvesting finds highly correlated but non-identical funds.