FMTIX Mutual Fund

NAV$17.29

AUM$1.4B

TER0.85%

Holdings25

FMTIX Mutual Fund

NAV$17.29

Franklin Moderate Allocation Fund Class A

AUM$1.4B

TER0.85%

Holdings25

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Holdings Overlap Analysis

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

FMTIX Mutual Fund Overlap Analysis

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

FMTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FMTIX may share significant positions with broad-market funds.

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