FSGAX Mutual Fund

NAV$48.32

AUM$355M

TER0.59%

Holdings91

FSGAX Mutual Fund

NAV$48.32

Franklin Small -Mid Cap Growth Fund Advisor Class

AUM$355M

TER0.59%

Holdings91

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Holdings Overlap Analysis

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

FSGAX Mutual Fund Overlap Analysis

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

FSGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, FSGAX may share significant positions with broad-market funds.

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