FLFSX Mutual Fund
NAV$15.01
TER0.40%
Holdings18
FLFSX Mutual Fund
NAV$15.01
Franklin LifeSmart 2060 Retirement Target Fund Class R6
TER0.40%
Holdings18
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FLFSX Mutual Fund Overlap Analysis
FLFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, FLFSX may share significant positions with broad-market funds.
FLFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLFSX tax-loss harvesting finds highly correlated but non-identical funds.