FLROX Mutual Fund
NAV$13.29
AUM$682,104.84
TER0.45%
Holdings22
FLROX Mutual Fund
NAV$13.29
Franklin LifeSmart 2020 Retirement Target Fund Advisor Class
AUM$682,104.84
TER0.45%
Holdings22
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FLROX Mutual Fund Overlap Analysis
FLROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLROX may share significant positions with broad-market funds.
FLROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLROX tax-loss harvesting finds highly correlated but non-identical funds.