FRDTX Mutual Fund
FRDTX Mutual Fund
NAV$92.68
AUM$2.5B
TER1.58%
Holdings58
See how much of FRDTX you already own
FRDTX Mutual Fund
NAV$92.68
Franklin Rising Dividends Fund Class C
AUM$2.5B
TER1.58%
Holdings58
See how much of FRDTX you already own
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.