LLLRX Mutual Fund

NAV$18.79

AUM$415,976.86

TER1.37%

Holdings16

LLLRX Mutual Fund

NAV$18.79

Franklin Multi-Asset Growth Fund Class R

AUM$415,976.86

TER1.37%

Holdings16

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Holdings Overlap Analysis

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

LLLRX Mutual Fund Overlap Analysis

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

LLLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, LLLRX may share significant positions with broad-market funds.

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