LLARX Mutual Fund

NAV$15.04

AUM$176,213.58

TER1.42%

Holdings18

LLARX Mutual Fund

NAV$15.04

Franklin Multi-Asset Conservative Growth Fund Class R

AUM$176,213.58

TER1.42%

Holdings18

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare LLARX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LLARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LLARX Mutual Fund Overlap Analysis

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

LLARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LLARX may share significant positions with broad-market funds.

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