FLESX Mutual Fund
FLESX Mutual Fund
NAV$14.87
TER0.95%
Holdings18
See how much of FLESX you already own
FLESX Mutual Fund
NAV$14.87
Franklin LifeSmart 2060 Retirement Target Fund Class R
TER0.95%
Holdings18
See how much of FLESX you already own
FLESX Mutual Fund Overlap Analysis
FLESX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, FLESX may share significant positions with broad-market funds.
FLESX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLESX tax-loss harvesting finds highly correlated but non-identical funds.