FSGRX Mutual Fund
FSGRX Mutual Fund
NAV$26.09
TER1.04%
Holdings128
See how much of FSGRX you already own
FSGRX Mutual Fund
NAV$26.09
Franklin Small Cap Growth Fund Class A
TER1.04%
Holdings128
See how much of FSGRX you already own
FSGRX Mutual Fund Overlap Analysis
FSGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 128 holdings, FSGRX may share significant positions with broad-market funds.
FSGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSGRX tax-loss harvesting finds highly correlated but non-identical funds.