FTCLX Mutual Fund
NAV$22.80
TER1.76%
Holdings5
FTCLX Mutual Fund
NAV$22.80
Franklin Corefolio Allocation Fund Class C
TER1.76%
Holdings5
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FTCLX Mutual Fund Overlap Analysis
FTCLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTCLX may share significant positions with broad-market funds.
FTCLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTCLX tax-loss harvesting finds highly correlated but non-identical funds.