FMFVX Mutual Fund

NAV$28.56

TER0.95%

Holdings61

FMFVX Mutual Fund

NAV$28.56

Franklin Mutual Financial Services Fund Class R6

TER0.95%

Holdings61

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Holdings Overlap Analysis

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

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.