FMISX Mutual Fund

NAV$10.26

AUM$315M

TER0.75%

Holdings113

See how much of FMISX you already own

Just $25 once·$99/mo·Download sample

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FMISX Mutual Fund

NAV$10.26

Franklin Massachusetts Tax-Free Income Fund Class A1

AUM$315M

TER0.75%

Holdings113

See how much of FMISX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

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.