FRDTX Mutual Fund
FRDTX Mutual Fund
NAV$97.00
AUM$2.5B
TER1.58%
Holdings58
FRDTX Mutual Fund
NAV$97.00
Franklin Rising Dividends Fund Class C
AUM$2.5B
TER1.58%
Holdings58
FRDTX Mutual Fund Overlap Analysis
FRDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, FRDTX may share significant positions with broad-market funds.
FRDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRDTX tax-loss harvesting finds highly correlated but non-identical funds.