FRSGX Mutual Fund Analysis & Holdings | MarketXLS

FRSGX Mutual Fund

NAV$41.02

AUM$2.7B

TER0.84%

Holdings91

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FRSGX Mutual Fund

NAV$41.02

Franklin Small - Mid Cap Growth Fund Class A

AUM$2.7B

TER0.84%

Holdings91

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 FRSGX 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 FRSGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 91 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.