FLFSX Mutual Fund
FLFSX Mutual Fund
NAV$15.17
TER0.40%
Holdings18
See how much of FLFSX you already own
FLFSX Mutual Fund
NAV$15.17
Franklin LifeSmart 2060 Retirement Target Fund Class R6
TER0.40%
Holdings18
See how much of FLFSX you already own
FLFSX Mutual Fund Overlap Analysis
FLFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, FLFSX may share significant positions with broad-market funds.
FLFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLFSX tax-loss harvesting finds highly correlated but non-identical funds.