FMFVX Mutual Fund
FMFVX Mutual Fund
NAV$28.56
TER0.95%
Holdings61
See how much of FMFVX you already own
FMFVX Mutual Fund
NAV$28.56
Franklin Mutual Financial Services Fund Class R6
TER0.95%
Holdings61
See how much of FMFVX you already own
FMFVX Mutual Fund Overlap Analysis
FMFVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, FMFVX may share significant positions with broad-market funds.
FMFVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMFVX tax-loss harvesting finds highly correlated but non-identical funds.