FVAIX Mutual Fund

NAV$10.04

TER1.26%

Holdings147

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FVAIX Mutual Fund

NAV$10.04

Franklin Virginia Tax-Free Income Fund Class C

TER1.26%

Holdings147

See inside every fund you own

$99/yr 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 FVAIX 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 FVAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FVAIX Mutual Fund Overlap Analysis

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

FVAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, FVAIX may share significant positions with broad-market funds.

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