FMAHX Mutual Fund
FMAHX Mutual Fund
NAV$10.43
AUM$44M
TER0.65%
Holdings113
FMAHX Mutual Fund
NAV$10.43
Franklin Massachusetts Tax-Free Income Fund Class Advisor
AUM$44M
TER0.65%
Holdings113
FMAHX Mutual Fund Overlap Analysis
FMAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, FMAHX may share significant positions with broad-market funds.
FMAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMAHX tax-loss harvesting finds highly correlated but non-identical funds.