FISEX Mutual Fund Analysis & Holdings | MarketXLS

FISEX Mutual Fund

NAV$38.29

AUM$1.9B

TER0.80%

Holdings88

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FISEX Mutual Fund

NAV$38.29

Franklin Equity Income Fund Class A

AUM$1.9B

TER0.80%

Holdings88

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

FISEX Mutual Fund Overlap Analysis

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

FISEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FISEX may share significant positions with broad-market funds.

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