FQTHX Mutual Fund
FQTHX Mutual Fund
NAV$9.22
AUM$3M
Holdings205
FQTHX Mutual Fund
NAV$9.22
Franklin Templeton SMACS: Series H Advisor Class
AUM$3M
Holdings205
FQTHX Mutual Fund Overlap Analysis
FQTHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FQTHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 205 holdings, FQTHX may share significant positions with broad-market funds.
FQTHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FQTHX tax-loss harvesting finds highly correlated but non-identical funds.