FRERX Mutual Fund

NAV$8.25

AUM$443M

TER0.38%

Holdings2,338

FRERX Mutual Fund

NAV$8.25

Franklin Total Return Fund Class R6

AUM$443M

TER0.38%

Holdings2,338

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Holdings Overlap Analysis

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

FRERX Mutual Fund Overlap Analysis

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

FRERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2338 holdings, FRERX may share significant positions with broad-market funds.

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