FLRZX Mutual Fund
FLRZX Mutual Fund
NAV$16.34
TER0.45%
Holdings22
See how much of FLRZX you already own
FLRZX Mutual Fund
NAV$16.34
Franklin LifeSmart 2030 Retirement Target Fund Advisor Class
TER0.45%
Holdings22
See how much of FLRZX you already own
FLRZX Mutual Fund Overlap Analysis
FLRZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FLRZX may share significant positions with broad-market funds.
FLRZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLRZX tax-loss harvesting finds highly correlated but non-identical funds.