FCTLX Mutual Fund
FCTLX Mutual Fund
NAV$8.10
AUM$234M
TER1.13%
Holdings2,338
See how much of FCTLX you already own
FCTLX Mutual Fund
NAV$8.10
Franklin Total Return Fund Class C
AUM$234M
TER1.13%
Holdings2,338
See how much of FCTLX you already own
FCTLX Mutual Fund Overlap Analysis
FCTLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCTLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2338 holdings, FCTLX may share significant positions with broad-market funds.
FCTLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCTLX tax-loss harvesting finds highly correlated but non-identical funds.