FCTLX Mutual Fund

NAV$8.09

AUM$234M

TER1.13%

Holdings2,338

FCTLX Mutual Fund

NAV$8.09

Franklin Total Return Fund Class C

AUM$234M

TER1.13%

Holdings2,338

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Holdings Overlap Analysis

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

FCTLX Mutual Fund Overlap Analysis

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

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

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