FRCZX Mutual Fund Holdings Overlap Calculator | MarketXLS

FRCZX Mutual Fund

NAV$10.93

AUM$566M

TER0.49%

Holdings468

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FRCZX Mutual Fund

NAV$10.93

Franklin California Intermediate-Term Tax-Free Income Fund Advisor Class

AUM$566M

TER0.49%

Holdings468

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

FRCZX Mutual Fund Overlap Analysis

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

FRCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 468 holdings, FRCZX may share significant positions with broad-market funds.

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