FTRTX Mutual Fund

NAV$14.10

AUM$84M

TER0.70%

Holdings23

FTRTX Mutual Fund

NAV$14.10

Franklin LifeSmart 2025 Retirement Target Fund Class A

AUM$84M

TER0.70%

Holdings23

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Holdings Overlap Analysis

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

FTRTX Mutual Fund Overlap Analysis

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

FTRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, FTRTX may share significant positions with broad-market funds.

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