FLBSX Mutual Fund Analysis & Holdings | MarketXLS

FLBSX Mutual Fund

NAV$15.05

TER1.45%

Holdings18

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FLBSX Mutual Fund

NAV$15.05

Franklin LifeSmart 2060 Retirement Target Fund Class C

TER1.45%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FLBSX Mutual Fund Overlap Analysis

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

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

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