FRVRX Mutual Fund Analysis & Holdings | MarketXLS

FRVRX Mutual Fund

NAV$9.87

AUM$5M

TER0.58%

Holdings147

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FRVRX Mutual Fund

NAV$9.87

Franklin Virginia Tax-Free Income Fund Class R6

AUM$5M

TER0.58%

Holdings147

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 FRVRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FRVRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FRVRX Mutual Fund Overlap Analysis

FRVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FRVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, FRVRX may share significant positions with broad-market funds.

FRVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRVRX tax-loss harvesting finds highly correlated but non-identical funds.