FTCIX Mutual Fund

NAV$15.00

AUM$822M

TER0.87%

Holdings25

FTCIX Mutual Fund

NAV$15.00

Franklin Conservative Allocation Fund Class A

AUM$822M

TER0.87%

Holdings25

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Holdings Overlap Analysis

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

FTCIX Mutual Fund Overlap Analysis

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

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

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