FBSRX Mutual Fund

NAV$40.16

TER1.15%

Holdings65

FBSRX Mutual Fund

NAV$40.16

Franklin Mutual US Mid Cap Value Fund Class R

TER1.15%

Holdings65

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Holdings Overlap Analysis

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

FBSRX Mutual Fund Overlap Analysis

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

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

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