FTRRX Mutual Fund
FTRRX Mutual Fund
NAV$8.15
TER0.98%
Holdings2,338
See how much of FTRRX you already own
FTRRX Mutual Fund
NAV$8.15
Franklin Total Return Fund Class R
TER0.98%
Holdings2,338
See how much of FTRRX you already own
FTRRX Mutual Fund Overlap Analysis
FTRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2338 holdings, FTRRX may share significant positions with broad-market funds.
FTRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTRRX tax-loss harvesting finds highly correlated but non-identical funds.