FRCSX Mutual Fund
FRCSX Mutual Fund
NAV$75.46
AUM$324M
TER0.60%
Holdings88
See how much of FRCSX you already own
FRCSX Mutual Fund
NAV$75.46
Franklin Small Cap Value Fund Class R6
AUM$324M
TER0.60%
Holdings88
See how much of FRCSX you already own
FRCSX Mutual Fund Overlap Analysis
FRCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FRCSX may share significant positions with broad-market funds.
FRCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRCSX tax-loss harvesting finds highly correlated but non-identical funds.