FEIFX Mutual Fund
FEIFX Mutual Fund
NAV$36.82
TER0.55%
Holdings89
See how much of FEIFX you already own
FEIFX Mutual Fund
NAV$36.82
Franklin Equity Income Fund Advisor Class
TER0.55%
Holdings89
See how much of FEIFX you already own
FEIFX Mutual Fund Overlap Analysis
FEIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, FEIFX may share significant positions with broad-market funds.
FEIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEIFX tax-loss harvesting finds highly correlated but non-identical funds.