TMFSX Mutual Fund
TMFSX Mutual Fund
NAV$28.39
AUM$58M
TER2.07%
Holdings61
See how much of TMFSX you already own
TMFSX Mutual Fund
NAV$28.39
Franklin Mutual Financial Services Fund Class C
AUM$58M
TER2.07%
Holdings61
See how much of TMFSX you already own
TMFSX Mutual Fund Overlap Analysis
TMFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TMFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, TMFSX may share significant positions with broad-market funds.
TMFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TMFSX tax-loss harvesting finds highly correlated but non-identical funds.