FRDRX Mutual Fund
FRDRX Mutual Fund
NAV$94.39
AUM$196M
TER1.08%
Holdings58
See how much of FRDRX you already own
FRDRX Mutual Fund
NAV$94.39
Franklin Rising Dividends Fund Class R
AUM$196M
TER1.08%
Holdings58
See how much of FRDRX you already own
FRDRX Mutual Fund Overlap Analysis
FRDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, FRDRX may share significant positions with broad-market funds.
FRDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRDRX tax-loss harvesting finds highly correlated but non-identical funds.