LMLRX Mutual Fund

NAV$13.72

AUM$670,772.7

TER1.39%

Holdings18

LMLRX Mutual Fund

NAV$13.72

Franklin Multi-Asset Defensive Growth Fund Class R

AUM$670,772.7

TER1.39%

Holdings18

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Holdings Overlap Analysis

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

LMLRX Mutual Fund Overlap Analysis

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

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

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