FKUQX Mutual Fund

NAV$26.41

TER0.80%

Holdings43

FKUQX Mutual Fund

NAV$26.41

Franklin Utilities Fund Class A

TER0.80%

Holdings43

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Holdings Overlap Analysis

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

FKUQX Mutual Fund Overlap Analysis

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

FKUQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, FKUQX may share significant positions with broad-market funds.

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