FMLTX Mutual Fund
NAV$19.50
AUM$15M
TER0.40%
Holdings17
FMLTX Mutual Fund
NAV$19.50
Franklin LifeSmart 2045 Retirement Target Fund Class R6
AUM$15M
TER0.40%
Holdings17
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FMLTX Mutual Fund Overlap Analysis
FMLTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, FMLTX may share significant positions with broad-market funds.
FMLTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMLTX tax-loss harvesting finds highly correlated but non-identical funds.