TEFAX Mutual Fund

NAV$28.36

AUM$149M

TER1.06%

Holdings61

TEFAX Mutual Fund

NAV$28.36

Franklin Mutual Financial Services Fund Class Z

AUM$149M

TER1.06%

Holdings61

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Holdings Overlap Analysis

Compare TEFAX 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 TEFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TEFAX Mutual Fund Overlap Analysis

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

TEFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, TEFAX may share significant positions with broad-market funds.

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