FLESX Mutual Fund

NAV$15.16

TER0.95%

Holdings18

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$99/yr Pro · Cancel anytime

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FLESX Mutual Fund

NAV$15.16

Franklin LifeSmart 2060 Retirement Target Fund Class R

TER0.95%

Holdings18

See inside every fund you own

$99/yr 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 FLESX 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 FLESX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.