TMFSX Mutual Fund Analysis & Holdings | MarketXLS

TMFSX Mutual Fund

NAV$28.39

AUM$58M

TER2.07%

Holdings61

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TMFSX Mutual Fund

NAV$28.39

Franklin Mutual Financial Services Fund Class C

AUM$58M

TER2.07%

Holdings61

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.