FRDPX Mutual Fund
FRDPX Mutual Fund
NAV$95.45
TER0.83%
Holdings58
See how much of FRDPX you already own
FRDPX Mutual Fund
NAV$95.45
Franklin Rising Dividends Fund Class A
TER0.83%
Holdings58
See how much of FRDPX you already own
FRDPX Mutual Fund Overlap Analysis
FRDPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRDPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, FRDPX may share significant positions with broad-market funds.
FRDPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRDPX tax-loss harvesting finds highly correlated but non-identical funds.