FRUSX Mutual Fund
NAV$26.22
AUM$745M
TER1.20%
Holdings43
FRUSX Mutual Fund
NAV$26.22
Franklin Utilities Fund Class C
AUM$745M
TER1.20%
Holdings43

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