FLRDX Mutual Fund
FLRDX Mutual Fund
NAV$11.30
AUM$2M
TER0.42%
Holdings15
See how much of FLRDX you already own
FLRDX Mutual Fund
NAV$11.30
Franklin LifeSmart Retirement Income Fund Advisor Class
AUM$2M
TER0.42%
Holdings15
See how much of FLRDX you already own
FLRDX Mutual Fund Overlap Analysis
FLRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, FLRDX may share significant positions with broad-market funds.
FLRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRDX tax-loss harvesting finds highly correlated but non-identical funds.