FRMCX Mutual Fund
FRMCX Mutual Fund
NAV$26.05
AUM$164M
TER1.16%
Holdings80
See how much of FRMCX you already own
FRMCX Mutual Fund
NAV$26.05
Franklin Mutual Small-Mid Cap Value Fund Class A
AUM$164M
TER1.16%
Holdings80
See how much of FRMCX you already own
FRMCX Mutual Fund Overlap Analysis
FRMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, FRMCX may share significant positions with broad-market funds.
FRMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRMCX tax-loss harvesting finds highly correlated but non-identical funds.