FLRTX Mutual Fund

NAV$15.80

AUM$8M

TER1.45%

Holdings22

FLRTX Mutual Fund

NAV$15.80

Franklin LifeSmart 2030 Retirement Target Fund Class C

AUM$8M

TER1.45%

Holdings22

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Holdings Overlap Analysis

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

FLRTX Mutual Fund Overlap Analysis

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

FLRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRTX may share significant positions with broad-market funds.

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