FOFQX Mutual Fund
FOFQX Mutual Fund
NAV$10.28
TER0.82%
Holdings164
See how much of FOFQX you already own
FOFQX Mutual Fund
NAV$10.28
Franklin Oregon Tax-Free Income Fund Class A
TER0.82%
Holdings164
See how much of FOFQX you already own
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.