FEIQX Mutual Fund
FEIQX Mutual Fund
NAV$36.85
AUM$90M
TER0.50%
Holdings89
See how much of FEIQX you already own
FEIQX Mutual Fund
NAV$36.85
Franklin Equity Income Fund Class R6
AUM$90M
TER0.50%
Holdings89
See how much of FEIQX you already own
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 89 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.