FRERX Mutual Fund
FRERX Mutual Fund
NAV$8.25
AUM$443M
TER0.38%
Holdings2,338
See how much of FRERX you already own
FRERX Mutual Fund
NAV$8.25
Franklin Total Return Fund Class R6
AUM$443M
TER0.38%
Holdings2,338
See how much of FRERX you already own
FRERX Mutual Fund Overlap Analysis
FRERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2338 holdings, FRERX may share significant positions with broad-market funds.
FRERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRERX tax-loss harvesting finds highly correlated but non-identical funds.