FRDAX Mutual Fund
FRDAX Mutual Fund
NAV$95.33
AUM$3.1B
TER0.58%
Holdings58
See how much of FRDAX you already own
FRDAX Mutual Fund
NAV$95.33
Franklin Rising Dividends Fund Advisor Class
AUM$3.1B
TER0.58%
Holdings58
See how much of FRDAX you already own
FRDAX Mutual Fund Overlap Analysis
FRDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, FRDAX may share significant positions with broad-market funds.
FRDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRDAX tax-loss harvesting finds highly correlated but non-identical funds.