FRNKX Mutual Fund
NAV$18.73
AUM$7M
TER1.24%
Holdings25
FRNKX Mutual Fund
NAV$18.73
Frank Value Fund
AUM$7M
TER1.24%
Holdings25

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FRNKX Mutual Fund Overlap Analysis
FRNKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRNKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FRNKX may share significant positions with broad-market funds.
FRNKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRNKX tax-loss harvesting finds highly correlated but non-identical funds.