FVFRX Mutual Fund
FVFRX Mutual Fund
NAV$68.95
TER1.22%
Holdings88
FVFRX Mutual Fund
NAV$68.95
Franklin Small Cap Value Fund Class R
TER1.22%
Holdings88
FVFRX Mutual Fund Overlap Analysis
FVFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FVFRX may share significant positions with broad-market funds.
FVFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVFRX tax-loss harvesting finds highly correlated but non-identical funds.