FMCVX Mutual Fund
NAV$26.95
AUM$20M
TER0.88%
Holdings80
FMCVX Mutual Fund
NAV$26.95
Franklin Mutual Small-Mid Cap Value Fund Class R6
AUM$20M
TER0.88%
Holdings80
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FMCVX Mutual Fund Overlap Analysis
FMCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, FMCVX may share significant positions with broad-market funds.
FMCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMCVX tax-loss harvesting finds highly correlated but non-identical funds.