TFSIX Mutual Fund

NAV$28.32

AUM$305M

TER1.31%

Holdings61

TFSIX Mutual Fund

NAV$28.32

Franklin Mutual Financial Services Fund Class A

AUM$305M

TER1.31%

Holdings61

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Holdings Overlap Analysis

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

TFSIX Mutual Fund Overlap Analysis

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

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

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