FTCCX Mutual Fund

NAV$14.77

AUM$283M

TER1.63%

Holdings25

FTCCX Mutual Fund

NAV$14.77

Franklin Conservative Allocation Fund Class C

AUM$283M

TER1.63%

Holdings25

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Holdings Overlap Analysis

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

FTCCX Mutual Fund Overlap Analysis

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

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

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