FDYZX Mutual Fund
FDYZX Mutual Fund
NAV$210.10
TER0.52%
Holdings99
See how much of FDYZX you already own
FDYZX Mutual Fund
NAV$210.10
Franklin DynaTech Fund Class Advisor
TER0.52%
Holdings99
See how much of FDYZX you already own
FDYZX Mutual Fund Overlap Analysis
FDYZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDYZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, FDYZX may share significant positions with broad-market funds.
FDYZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDYZX tax-loss harvesting finds highly correlated but non-identical funds.