FTFZX Mutual Fund Analysis & Holdings | MarketXLS

FTFZX Mutual Fund

NAV$10.36

AUM$278M

TER0.41%

Holdings344

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FTFZX Mutual Fund

NAV$10.36

Franklin Federal Limited-Term Tax-Free Income Fund Advisor Class

AUM$278M

TER0.41%

Holdings344

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

FTFZX Mutual Fund Overlap Analysis

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

FTFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 344 holdings, FTFZX may share significant positions with broad-market funds.

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