FEIQX Mutual Fund
FEIQX Mutual Fund
NAV$38.40
AUM$90M
TER0.50%
Holdings88
FEIQX Mutual Fund
NAV$38.40
Franklin Equity Income Fund Class R6
AUM$90M
TER0.50%
Holdings88
FEIQX Mutual Fund Overlap Analysis
FEIQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEIQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FEIQX may share significant positions with broad-market funds.
FEIQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEIQX tax-loss harvesting finds highly correlated but non-identical funds.