FORIX Mutual Fund

NAV$10.54

AUM$127M

TER1.20%

Holdings164

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FORIX Mutual Fund

NAV$10.54

Franklin Oregon Tax-Free Income Fund Class C

AUM$127M

TER1.20%

Holdings164

See inside every fund you own

$99/yr 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 FORIX 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 FORIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FORIX Mutual Fund Overlap Analysis

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

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

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