FTMRX Mutual Fund

NAV$17.24

TER1.10%

Holdings25

FTMRX Mutual Fund

NAV$17.24

Franklin Moderate Allocation Fund Class R

TER1.10%

Holdings25

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Holdings Overlap Analysis

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

FTMRX Mutual Fund Overlap Analysis

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

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

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