FTRRX Mutual Fund

NAV$8.12

TER0.98%

Holdings2,338

FTRRX Mutual Fund

NAV$8.12

Franklin Total Return Fund Class R

TER0.98%

Holdings2,338

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Holdings Overlap Analysis

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

FTRRX Mutual Fund Overlap Analysis

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

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

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