FMTZX Mutual Fund

NAV$17.53

AUM$62M

TER0.60%

Holdings25

FMTZX Mutual Fund

NAV$17.53

Franklin Moderate Allocation Fund Advisor Class

AUM$62M

TER0.60%

Holdings25

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Holdings Overlap Analysis

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

FMTZX Mutual Fund Overlap Analysis

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

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

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