FLRSX Mutual Fund
NAV$16.24
TER0.70%
Holdings22
FLRSX Mutual Fund
NAV$16.24
Franklin LifeSmart 2030 Retirement Target Fund Class A
TER0.70%
Holdings22
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FLRSX Mutual Fund Overlap Analysis
FLRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRSX may share significant positions with broad-market funds.
FLRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRSX tax-loss harvesting finds highly correlated but non-identical funds.