FKSRX Mutual Fund
NAV$8.11
TER0.97%
Holdings3,449
FKSRX Mutual Fund
NAV$8.11
Franklin Core Plus Bond Fund Class R
TER0.97%
Holdings3,449
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FKSRX Mutual Fund Overlap Analysis
FKSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3449 holdings, FKSRX may share significant positions with broad-market funds.
FKSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKSRX tax-loss harvesting finds highly correlated but non-identical funds.