FLERX Mutual Fund

NAV$16.52

AUM$20M

TER0.40%

Holdings22

FLERX Mutual Fund

NAV$16.52

Franklin LifeSmart 2030 Retirement Target Fund Class R6

AUM$20M

TER0.40%

Holdings22

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare FLERX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FLERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FLERX Mutual Fund Overlap Analysis

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

FLERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLERX may share significant positions with broad-market funds.

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