FKCIX Mutual Fund
FKCIX Mutual Fund
NAV$10.90
AUM$757M
TER0.59%
Holdings468
FKCIX Mutual Fund
NAV$10.90
Franklin California Intermediate-Term Tax-Free Income Fund Class A1
AUM$757M
TER0.59%
Holdings468
FKCIX Mutual Fund Overlap Analysis
FKCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 468 holdings, FKCIX may share significant positions with broad-market funds.
FKCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKCIX tax-loss harvesting finds highly correlated but non-identical funds.