FRIAX Mutual Fund
NAV$2.53
AUM$11.6B
TER0.46%
Holdings550
FRIAX Mutual Fund
NAV$2.53
Franklin Income Fund Advisor Class
AUM$11.6B
TER0.46%
Holdings550
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FRIAX Mutual Fund Overlap Analysis
FRIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 550 holdings, FRIAX may share significant positions with broad-market funds.
FRIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRIAX tax-loss harvesting finds highly correlated but non-identical funds.