FOFRX Mutual Fund

NAV$10.38

AUM$14M

TER0.53%

Holdings164

FOFRX Mutual Fund

NAV$10.38

Franklin Oregon Tax-Free Income Fund Class R6

AUM$14M

TER0.53%

Holdings164

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Holdings Overlap Analysis

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

FOFRX Mutual Fund Overlap Analysis

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

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

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