FLRWX Mutual Fund

NAV$16.19

AUM$968,846.63

TER0.95%

Holdings22

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FLRWX Mutual Fund

NAV$16.19

Franklin LifeSmart 2030 Retirement Target Fund Class R

AUM$968,846.63

TER0.95%

Holdings22

See how much of FLRWX 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 FLRWX 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 FLRWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FLRWX Mutual Fund Overlap Analysis

FLRWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FLRWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRWX may share significant positions with broad-market funds.

FLRWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRWX tax-loss harvesting finds highly correlated but non-identical funds.