FISCX Mutual Fund

NAV$26.81

AUM$1.2B

TER0.82%

Holdings74

FISCX Mutual Fund

NAV$26.81

Franklin Convertible Securities Fund Class A

AUM$1.2B

TER0.82%

Holdings74

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Holdings Overlap Analysis

Compare FISCX 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 FISCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FISCX Mutual Fund Overlap Analysis

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

FISCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, FISCX may share significant positions with broad-market funds.

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