TFSIX Mutual Fund
TFSIX Mutual Fund
NAV$28.32
AUM$305M
TER1.31%
Holdings61
See how much of TFSIX you already own
TFSIX Mutual Fund
NAV$28.32
Franklin Mutual Financial Services Fund Class A
AUM$305M
TER1.31%
Holdings61
See how much of TFSIX you already own
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.