FKUTX Mutual Fund
FKUTX Mutual Fund
NAV$24.54
AUM$3.9B
TER0.70%
Holdings43
See how much of FKUTX you already own
FKUTX Mutual Fund
NAV$24.54
Franklin Utilities Fund Class A1
AUM$3.9B
TER0.70%
Holdings43
See how much of FKUTX you already own
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.