FMAIX Mutual Fund Analysis & Holdings | MarketXLS

FMAIX Mutual Fund

NAV$10.56

AUM$33M

TER1.30%

Holdings113

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FMAIX Mutual Fund

NAV$10.56

Franklin Massachusetts Tax-Free Income Fund Class C

AUM$33M

TER1.30%

Holdings113

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FMAIX Mutual Fund Overlap Analysis

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

FMAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, FMAIX may share significant positions with broad-market funds.

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