FGAIX Mutual Fund
FGAIX Mutual Fund
NAV$10.71
AUM$70M
TER1.29%
Holdings103
FGAIX Mutual Fund
NAV$10.71
Franklin Georgia Tax-Free Income Fund Class C
AUM$70M
TER1.29%
Holdings103
FGAIX Mutual Fund Overlap Analysis
FGAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, FGAIX may share significant positions with broad-market funds.
FGAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGAIX tax-loss harvesting finds highly correlated but non-identical funds.