FGFZX Mutual Fund Holdings Overlap Calculator | MarketXLS

FGFZX Mutual Fund

NAV$10.56

AUM$45M

TER0.65%

Holdings103

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$45/quarter Pro · Cancel anytime

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FGFZX Mutual Fund

NAV$10.56

Franklin Georgia Tax-Free Income Fund Class Advisor

AUM$45M

TER0.65%

Holdings103

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FGFZX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FGFZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FGFZX Mutual Fund Overlap Analysis

FGFZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FGFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, FGFZX may share significant positions with broad-market funds.

FGFZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGFZX tax-loss harvesting finds highly correlated but non-identical funds.