FISAX Mutual Fund
NAV$7.49
AUM$400M
TER0.84%
Holdings1,206
FISAX Mutual Fund
NAV$7.49
Franklin Low Duration US Government Securities Fund Class A
AUM$400M
TER0.84%
Holdings1,206
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FISAX Mutual Fund Overlap Analysis
FISAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FISAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1206 holdings, FISAX may share significant positions with broad-market funds.
FISAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FISAX tax-loss harvesting finds highly correlated but non-identical funds.