FVADX Mutual Fund
FVADX Mutual Fund
NAV$74.50
TER0.72%
Holdings88
See how much of FVADX you already own
FVADX Mutual Fund
NAV$74.50
Franklin Small Cap Value Fund Advisor Class
TER0.72%
Holdings88
See how much of FVADX you already own
FVADX Mutual Fund Overlap Analysis
FVADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FVADX may share significant positions with broad-market funds.
FVADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVADX tax-loss harvesting finds highly correlated but non-identical funds.