FLRSX Mutual Fund
FLRSX Mutual Fund
NAV$15.87
AUM$71M
TER0.70%
Holdings21
See how much of FLRSX you already own
FLRSX Mutual Fund
NAV$15.87
Franklin LifeSmart 2030 Retirement Target Fund Class A
AUM$71M
TER0.70%
Holdings21
See how much of FLRSX you already own
FLRSX Mutual Fund Overlap Analysis
FLRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FLRSX may share significant positions with broad-market funds.
FLRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRSX tax-loss harvesting finds highly correlated but non-identical funds.