FKTMX Mutual Fund
FKTMX Mutual Fund
NAV$10.44
AUM$11M
TER0.62%
Holdings113
FKTMX Mutual Fund
NAV$10.44
Franklin Massachusetts Tax-Free Income Fund Class R6
AUM$11M
TER0.62%
Holdings113
FKTMX Mutual Fund Overlap Analysis
FKTMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKTMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, FKTMX may share significant positions with broad-market funds.
FKTMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKTMX tax-loss harvesting finds highly correlated but non-identical funds.