FTGAX Mutual Fund Analysis & Holdings | MarketXLS

FTGAX Mutual Fund

NAV$10.55

AUM$312M

TER0.75%

Holdings103

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FTGAX Mutual Fund

NAV$10.55

Franklin Georgia Tax-Free Income Fund Class A1

AUM$312M

TER0.75%

Holdings103

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

FTGAX Mutual Fund Overlap Analysis

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

FTGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, FTGAX may share significant positions with broad-market funds.

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