FKUTX Mutual Fund Holdings Overlap Calculator | MarketXLS

FKUTX Mutual Fund

NAV$25.08

AUM$3.9B

TER0.70%

Holdings43

See what you own twice

Check FKUTX against your other funds. Free for up to 5.

Check my overlap

FKUTX Mutual Fund

NAV$25.08

Franklin Utilities Fund Class A1

AUM$3.9B

TER0.70%

Holdings43

See what you own twice

Check FKUTX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

FKUTX Mutual Fund Overlap Analysis

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

FKUTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, FKUTX may share significant positions with broad-market funds.

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