FLRVX Mutual Fund
FLRVX Mutual Fund
NAV$13.29
AUM$668,011.71
TER0.95%
Holdings22
See how much of FLRVX you already own
FLRVX Mutual Fund
NAV$13.29
Franklin LifeSmart 2020 Retirement Target Fund Class R
AUM$668,011.71
TER0.95%
Holdings22
See how much of FLRVX you already own
FLRVX Mutual Fund Overlap Analysis
FLRVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRVX may share significant positions with broad-market funds.
FLRVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRVX tax-loss harvesting finds highly correlated but non-identical funds.