FMTIX Mutual Fund
FMTIX Mutual Fund
NAV$17.44
AUM$1.4B
TER0.82%
Holdings25
See how much of FMTIX you already own
FMTIX Mutual Fund
NAV$17.44
Franklin Moderate Allocation Fund Class A
AUM$1.4B
TER0.82%
Holdings25
See how much of FMTIX you already own
FMTIX Mutual Fund Overlap Analysis
FMTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FMTIX may share significant positions with broad-market funds.
FMTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMTIX tax-loss harvesting finds highly correlated but non-identical funds.