FLTNX Mutual Fund
FLTNX Mutual Fund
NAV$16.82
TER1.45%
Holdings17
See how much of FLTNX you already own
FLTNX Mutual Fund
NAV$16.82
Franklin LifeSmart 2055 Retirement Target Fund Class C
TER1.45%
Holdings17
See how much of FLTNX you already own
FLTNX Mutual Fund Overlap Analysis
FLTNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, FLTNX may share significant positions with broad-market funds.
FLTNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLTNX tax-loss harvesting finds highly correlated but non-identical funds.