FGTZX Mutual Fund
FGTZX Mutual Fund
NAV$23.55
AUM$43M
TER0.58%
Holdings24
See how much of FGTZX you already own
FGTZX Mutual Fund
NAV$23.55
Franklin Growth Allocation Fund Advisor Class
AUM$43M
TER0.58%
Holdings24
See how much of FGTZX you already own
FGTZX Mutual Fund Overlap Analysis
FGTZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGTZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, FGTZX may share significant positions with broad-market funds.
FGTZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGTZX tax-loss harvesting finds highly correlated but non-identical funds.