FRISX Mutual Fund
FRISX Mutual Fund
NAV$94.71
AUM$1.8B
TER0.52%
Holdings58
See how much of FRISX you already own
FRISX Mutual Fund
NAV$94.71
Franklin Rising Dividends Fund Class R6
AUM$1.8B
TER0.52%
Holdings58
See how much of FRISX you already own
FRISX Mutual Fund Overlap Analysis
FRISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, FRISX may share significant positions with broad-market funds.
FRISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRISX tax-loss harvesting finds highly correlated but non-identical funds.