FRUAX Mutual Fund
NAV$26.79
TER0.55%
Holdings43
FRUAX Mutual Fund
NAV$26.79
Franklin Utilities Fund Advisor Class
TER0.55%
Holdings43

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FRUAX Mutual Fund Overlap Analysis
FRUAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, FRUAX may share significant positions with broad-market funds.
FRUAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRUAX tax-loss harvesting finds highly correlated but non-identical funds.