FLREX Mutual Fund
FLREX Mutual Fund
NAV$17.71
TER0.40%
Holdings20
See how much of FLREX you already own
FLREX Mutual Fund
NAV$17.71
Franklin LifeSmart 2040 Retirement Target Fund Class R6
TER0.40%
Holdings20
See how much of FLREX you already own
FLREX Mutual Fund Overlap Analysis
FLREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, FLREX may share significant positions with broad-market funds.
FLREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLREX tax-loss harvesting finds highly correlated but non-identical funds.