TEGRX Mutual Fund
TEGRX Mutual Fund
NAV$29.69
AUM$75M
TER1.28%
Holdings68
See how much of TEGRX you already own
TEGRX Mutual Fund
NAV$29.69
Templeton Growth Fund Class R
AUM$75M
TER1.28%
Holdings68
See how much of TEGRX you already own
TEGRX Mutual Fund Overlap Analysis
TEGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TEGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, TEGRX may share significant positions with broad-market funds.
TEGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TEGRX tax-loss harvesting finds highly correlated but non-identical funds.