FQTIX Mutual Fund
NAV$8.10
Holdings178
FQTIX Mutual Fund
NAV$8.10
Franklin Templeton SMACS: Series I Advisor Class
Holdings178
FQTIX Mutual Fund Overlap Analysis
FQTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FQTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 178 holdings, FQTIX may share significant positions with broad-market funds.
FQTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FQTIX tax-loss harvesting finds highly correlated but non-identical funds.