FLRDX Mutual Fund

NAV$11.14

AUM$2M

TER0.51%

Holdings15

FLRDX Mutual Fund

NAV$11.14

Franklin LifeSmart Retirement Income Fund Advisor Class

AUM$2M

TER0.51%

Holdings15

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Holdings Overlap Analysis

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

FLRDX Mutual Fund Overlap Analysis

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

FLRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, FLRDX may share significant positions with broad-market funds.

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