FRRSX Mutual Fund Analysis & Holdings | MarketXLS

FRRSX Mutual Fund

NAV$16.29

AUM$37M

TER1.77%

Holdings40

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FRRSX Mutual Fund

NAV$16.29

Franklin Real Estate Securities Fund Class C

AUM$37M

TER1.77%

Holdings40

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FRRSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FRRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FRRSX Mutual Fund Overlap Analysis

FRRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FRRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, FRRSX may share significant positions with broad-market funds.

FRRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRRSX tax-loss harvesting finds highly correlated but non-identical funds.