FREIX Mutual Fund
FREIX Mutual Fund
NAV$37.03
AUM$8M
TER1.05%
Holdings89
See how much of FREIX you already own
FREIX Mutual Fund
NAV$37.03
Franklin Equity Income Fund Class R
AUM$8M
TER1.05%
Holdings89
See how much of FREIX you already own
FREIX Mutual Fund Overlap Analysis
FREIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FREIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, FREIX may share significant positions with broad-market funds.
FREIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FREIX tax-loss harvesting finds highly correlated but non-identical funds.