FLRIX Mutual Fund
NAV$17.50
TER1.45%
Holdings17
FLRIX Mutual Fund
NAV$17.50
Franklin LifeSmart 2045 Retirement Target Fund Class C
TER1.45%
Holdings17
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FLRIX Mutual Fund Overlap Analysis
FLRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, FLRIX may share significant positions with broad-market funds.
FLRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRIX tax-loss harvesting finds highly correlated but non-identical funds.