FLRQX Mutual Fund
FLRQX Mutual Fund
NAV$13.15
AUM$7M
TER1.45%
Holdings22
See how much of FLRQX you already own
FLRQX Mutual Fund
NAV$13.15
Franklin LifeSmart 2020 Retirement Target Fund Class C
AUM$7M
TER1.45%
Holdings22
See how much of FLRQX you already own
FLRQX Mutual Fund Overlap Analysis
FLRQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRQX may share significant positions with broad-market funds.
FLRQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRQX tax-loss harvesting finds highly correlated but non-identical funds.