FLERX Mutual Fund

NAV$16.26

AUM$20M

TER0.40%

Holdings22

See how much of FLERX you already own

Just $25 once·$99/mo·Download sample

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FLERX Mutual Fund

NAV$16.26

Franklin LifeSmart 2030 Retirement Target Fund Class R6

AUM$20M

TER0.40%

Holdings22

See how much of FLERX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FLERX Mutual Fund Overlap Analysis

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

FLERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLERX may share significant positions with broad-market funds.

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