FVRMX Mutual Fund
FVRMX Mutual Fund
NAV$26.75
TER0.91%
Holdings80
See how much of FVRMX you already own
FVRMX Mutual Fund
NAV$26.75
Franklin Mutual Small-Mid Cap Value Fund Advisor Class
TER0.91%
Holdings80
See how much of FVRMX you already own
FVRMX Mutual Fund Overlap Analysis
FVRMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, FVRMX may share significant positions with broad-market funds.
FVRMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVRMX tax-loss harvesting finds highly correlated but non-identical funds.