FGTRX Mutual Fund

NAV$22.36

AUM$73M

TER1.10%

Holdings24

FGTRX Mutual Fund

NAV$22.36

Franklin Growth Allocation Fund Class R

AUM$73M

TER1.10%

Holdings24

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Holdings Overlap Analysis

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

FGTRX Mutual Fund Overlap Analysis

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

FGTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, FGTRX may share significant positions with broad-market funds.

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