FQCHX Mutual Fund
FQCHX Mutual Fund
NAV$8.58
AUM$3M
Holdings81
FQCHX Mutual Fund
NAV$8.58
Franklin Templeton SMACS: Series CH Advisor Class
AUM$3M
Holdings81
FQCHX Mutual Fund Overlap Analysis
FQCHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FQCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, FQCHX may share significant positions with broad-market funds.
FQCHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FQCHX tax-loss harvesting finds highly correlated but non-identical funds.