TEFRX Mutual Fund
NAV$10.20
TER1.35%
Holdings54
TEFRX Mutual Fund
NAV$10.20
Templeton Foreign Fund Class R
TER1.35%
Holdings54

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TEFRX Mutual Fund Overlap Analysis
TEFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TEFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, TEFRX may share significant positions with broad-market funds.
TEFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TEFRX tax-loss harvesting finds highly correlated but non-identical funds.