FRETX Mutual Fund
FRETX Mutual Fund
NAV$37.59
AUM$214M
TER1.55%
Holdings88
See how much of FRETX you already own
FRETX Mutual Fund
NAV$37.59
Franklin Equity Income Fund Class C
AUM$214M
TER1.55%
Holdings88
See how much of FRETX you already own
FRETX Mutual Fund Overlap Analysis
FRETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FRETX may share significant positions with broad-market funds.
FRETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRETX tax-loss harvesting finds highly correlated but non-identical funds.