FLADX Mutual Fund
FLADX Mutual Fund
NAV$17.49
TER0.70%
Holdings20
See how much of FLADX you already own
FLADX Mutual Fund
NAV$17.49
Franklin LifeSmart 2040 Retirement Target Fund Class A
TER0.70%
Holdings20
See how much of FLADX you already own
FLADX Mutual Fund Overlap Analysis
FLADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, FLADX may share significant positions with broad-market funds.
FLADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLADX tax-loss harvesting finds highly correlated but non-identical funds.