FLSGX Mutual Fund
FLSGX Mutual Fund
NAV$17.43
AUM$1M
TER0.95%
Holdings20
See how much of FLSGX you already own
FLSGX Mutual Fund
NAV$17.43
Franklin LifeSmart 2040 Retirement Target Fund Class R
AUM$1M
TER0.95%
Holdings20
See how much of FLSGX you already own
FLSGX Mutual Fund Overlap Analysis
FLSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, FLSGX may share significant positions with broad-market funds.
FLSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLSGX tax-loss harvesting finds highly correlated but non-identical funds.