FRTSX Mutual Fund

NAV$13.57

AUM$8M

TER0.40%

Holdings22

FRTSX Mutual Fund

NAV$13.57

Franklin LifeSmart 2020 Retirement Target Fund Class R6

AUM$8M

TER0.40%

Holdings22

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Holdings Overlap Analysis

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

FRTSX Mutual Fund Overlap Analysis

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

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

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