FMISX Mutual Fund

NAV$10.43

AUM$315M

TER0.75%

Holdings113

FMISX Mutual Fund

NAV$10.43

Franklin Massachusetts Tax-Free Income Fund Class A1

AUM$315M

TER0.75%

Holdings113

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Holdings Overlap Analysis

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

FMISX Mutual Fund Overlap Analysis

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

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

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