FOFQX Mutual Fund Analysis & Holdings | MarketXLS

FOFQX Mutual Fund

NAV$10.38

TER0.81%

Holdings164

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FOFQX Mutual Fund

NAV$10.38

Franklin Oregon Tax-Free Income Fund Class A

TER0.81%

Holdings164

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

FOFQX Mutual Fund Overlap Analysis

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

FOFQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, FOFQX may share significant positions with broad-market funds.

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