FOFZX Mutual Fund Analysis & Holdings | MarketXLS

FOFZX Mutual Fund

NAV$10.38

TER0.56%

Holdings164

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FOFZX Mutual Fund

NAV$10.38

Franklin Oregon Tax-Free Income Fund Class Advisor

TER0.56%

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

FOFZX Mutual Fund Overlap Analysis

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

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

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