FLRMX Mutual Fund
FLRMX Mutual Fund
NAV$13.31
TER0.70%
Holdings22
See how much of FLRMX you already own
FLRMX Mutual Fund
NAV$13.31
Franklin LifeSmart 2020 Retirement Target Fund Class A
TER0.70%
Holdings22
See how much of FLRMX you already own
FLRMX Mutual Fund Overlap Analysis
FLRMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRMX may share significant positions with broad-market funds.
FLRMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRMX tax-loss harvesting finds highly correlated but non-identical funds.