FLMTX Mutual Fund
FLMTX Mutual Fund
NAV$11.11
TER0.37%
Holdings15
See how much of FLMTX you already own
FLMTX Mutual Fund
NAV$11.11
Franklin LifeSmart Retirement Income Fund Class R6
TER0.37%
Holdings15
See how much of FLMTX you already own
FLMTX Mutual Fund Overlap Analysis
FLMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, FLMTX may share significant positions with broad-market funds.
FLMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLMTX tax-loss harvesting finds highly correlated but non-identical funds.