FLRSX Mutual Fund

NAV$16.24

TER0.70%

Holdings22

See how much of FLRSX you already own

Just $25 once·$99/mo·Download sample

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FLRSX Mutual Fund

NAV$16.24

Franklin LifeSmart 2030 Retirement Target Fund Class A

TER0.70%

Holdings22

See how much of FLRSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FLRSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FLRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 22 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.