FRUSX Mutual Fund
FRUSX Mutual Fund
NAV$24.90
AUM$745M
TER1.20%
Holdings43
See how much of FRUSX you already own
FRUSX Mutual Fund
NAV$24.90
Franklin Utilities Fund Class C
AUM$745M
TER1.20%
Holdings43
See how much of FRUSX you already own
FRUSX Mutual Fund Overlap Analysis
FRUSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, FRUSX may share significant positions with broad-market funds.
FRUSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRUSX tax-loss harvesting finds highly correlated but non-identical funds.