FRVLX Mutual Fund
FRVLX Mutual Fund
NAV$68.90
TER0.97%
Holdings88
See how much of FRVLX you already own
FRVLX Mutual Fund
NAV$68.90
Franklin Small Cap Value Fund Class A
TER0.97%
Holdings88
See how much of FRVLX you already own
FRVLX Mutual Fund Overlap Analysis
FRVLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FRVLX may share significant positions with broad-market funds.
FRVLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRVLX tax-loss harvesting finds highly correlated but non-identical funds.