FGTIX Mutual Fund
FGTIX Mutual Fund
NAV$23.33
AUM$942M
TER0.83%
Holdings24
See how much of FGTIX you already own
FGTIX Mutual Fund
NAV$23.33
Franklin Growth Allocation Fund Class A
AUM$942M
TER0.83%
Holdings24
See how much of FGTIX you already own
FGTIX Mutual Fund Overlap Analysis
FGTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, FGTIX may share significant positions with broad-market funds.
FGTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGTIX tax-loss harvesting finds highly correlated but non-identical funds.