FBSIX Mutual Fund

NAV$41.88

AUM$38M

TER0.56%

Holdings65

FBSIX Mutual Fund

NAV$41.88

Franklin Mutual US Mid Cap Value Fund Class R6

AUM$38M

TER0.56%

Holdings65

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Holdings Overlap Analysis

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

FBSIX Mutual Fund Overlap Analysis

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

FBSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, FBSIX may share significant positions with broad-market funds.

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