FSGRX Mutual Fund
FSGRX Mutual Fund
NAV$27.09
TER1.04%
Holdings127
FSGRX Mutual Fund
NAV$27.09
Franklin Small Cap Growth Fund Class A
TER1.04%
Holdings127
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 127 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.