FMNZX Mutual Fund Analysis & Holdings | MarketXLS

FMNZX Mutual Fund

NAV$11.12

AUM$165M

TER0.58%

Holdings195

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FMNZX Mutual Fund

NAV$11.12

Franklin Minnesota Tax-Free Income Fund Advisor Class

AUM$165M

TER0.58%

Holdings195

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 FMNZX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FMNZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FMNZX Mutual Fund Overlap Analysis

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

FMNZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 195 holdings, FMNZX may share significant positions with broad-market funds.

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