FROTX Mutual Fund
FROTX Mutual Fund
NAV$25.97
TER1.57%
Holdings74
FROTX Mutual Fund
NAV$25.97
Franklin Convertible Securities Fund Class C
TER1.57%
Holdings74
FROTX Mutual Fund Overlap Analysis
FROTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FROTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, FROTX may share significant positions with broad-market funds.
FROTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FROTX tax-loss harvesting finds highly correlated but non-identical funds.