FVFRX Mutual Fund
FVFRX Mutual Fund
NAV$66.07
TER1.22%
Holdings88
See how much of FVFRX you already own
FVFRX Mutual Fund
NAV$66.07
Franklin Small Cap Value Fund Class R
TER1.22%
Holdings88
See how much of FVFRX you already own
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.