FLRGX Mutual Fund
FLRGX Mutual Fund
NAV$16.88
TER0.95%
Holdings22
See how much of FLRGX you already own
FLRGX Mutual Fund
NAV$16.88
Franklin LifeSmart 2035 Retirement Target Fund Class R
TER0.95%
Holdings22
See how much of FLRGX you already own
FLRGX Mutual Fund Overlap Analysis
FLRGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRGX may share significant positions with broad-market funds.
FLRGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRGX tax-loss harvesting finds highly correlated but non-identical funds.