FRBSX Mutual Fund

NAV$39.39

AUM$767M

TER0.90%

Holdings65

See how much of FRBSX you already own

Just $25 once·$99/mo·Download sample

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FRBSX Mutual Fund

NAV$39.39

Franklin Mutual US Mid Cap Value Fund Class A

AUM$767M

TER0.90%

Holdings65

See how much of FRBSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FRBSX Mutual Fund Overlap Analysis

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

FRBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, FRBSX may share significant positions with broad-market funds.

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