FRUAX Mutual Fund
FRUAX Mutual Fund
NAV$24.83
TER0.55%
Holdings43
See how much of FRUAX you already own
FRUAX Mutual Fund
NAV$24.83
Franklin Utilities Fund Advisor Class
TER0.55%
Holdings43
See how much of FRUAX you already own
FRUAX Mutual Fund Overlap Analysis
FRUAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, FRUAX may share significant positions with broad-market funds.
FRUAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRUAX tax-loss harvesting finds highly correlated but non-identical funds.