FKBAX Mutual Fund

NAV$8.19

AUM$2.8B

TER0.73%

Holdings2,338

See how much of FKBAX you already own

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FKBAX Mutual Fund

NAV$8.19

Franklin Total Return Fund Class A

AUM$2.8B

TER0.73%

Holdings2,338

See how much of FKBAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FKBAX Mutual Fund Overlap Analysis

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

FKBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2338 holdings, FKBAX may share significant positions with broad-market funds.

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