FROTX Mutual Fund
FROTX Mutual Fund
NAV$24.67
TER1.57%
Holdings74
See how much of FROTX you already own
FROTX Mutual Fund
NAV$24.67
Franklin Convertible Securities Fund Class C
TER1.57%
Holdings74
See how much of FROTX you already own
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.