LLMRX Mutual Fund

NAV$17.36

AUM$582,275.69

TER1.45%

Holdings18

LLMRX Mutual Fund

NAV$17.36

Franklin Multi-Asset Moderate Growth Fund Class R

AUM$582,275.69

TER1.45%

Holdings18

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LLMRX Mutual Fund Overlap Analysis

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

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

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