FTOIX Mutual Fund Analysis & Holdings | MarketXLS

FTOIX Mutual Fund

NAV$11.35

AUM$987M

TER0.66%

Holdings239

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FTOIX Mutual Fund

NAV$11.35

Franklin Ohio Tax-Free Income Fund Class A1

AUM$987M

TER0.66%

Holdings239

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

FTOIX Mutual Fund Overlap Analysis

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

FTOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 239 holdings, FTOIX may share significant positions with broad-market funds.

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