FLRTX Mutual Fund
FLRTX Mutual Fund
NAV$15.58
AUM$8M
TER1.45%
Holdings22
See how much of FLRTX you already own
FLRTX Mutual Fund
NAV$15.58
Franklin LifeSmart 2030 Retirement Target Fund Class C
AUM$8M
TER1.45%
Holdings22
See how much of FLRTX you already own
FLRTX Mutual Fund Overlap Analysis
FLRTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRTX may share significant positions with broad-market funds.
FLRTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRTX tax-loss harvesting finds highly correlated but non-identical funds.