FRSGX Mutual Fund
FRSGX Mutual Fund
NAV$39.30
AUM$2.7B
TER0.84%
Holdings89
See how much of FRSGX you already own
FRSGX Mutual Fund
NAV$39.30
Franklin Small - Mid Cap Growth Fund Class A
AUM$2.7B
TER0.84%
Holdings89
See how much of FRSGX you already own
FRSGX Mutual Fund Overlap Analysis
FRSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, FRSGX may share significant positions with broad-market funds.
FRSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRSGX tax-loss harvesting finds highly correlated but non-identical funds.