FRDAX Mutual Fund

NAV$99.67

AUM$3.1B

TER0.58%

Holdings58

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FRDAX Mutual Fund

NAV$99.67

Franklin Rising Dividends Fund Advisor Class

AUM$3.1B

TER0.58%

Holdings58

See inside every fund you own

$99/yr 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 FRDAX 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 FRDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.