FRCSX Mutual Fund
NAV$74.22
AUM$324M
TER0.60%
Holdings88
FRCSX Mutual Fund
NAV$74.22
Franklin Small Cap Value Fund Class R6
AUM$324M
TER0.60%
Holdings88

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FRCSX Mutual Fund Overlap Analysis
FRCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, FRCSX may share significant positions with broad-market funds.
FRCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRCSX tax-loss harvesting finds highly correlated but non-identical funds.