FMTZX Mutual Fund
FMTZX Mutual Fund
NAV$17.53
AUM$62M
TER0.58%
Holdings25
See how much of FMTZX you already own
FMTZX Mutual Fund
NAV$17.53
Franklin Moderate Allocation Fund Advisor Class
AUM$62M
TER0.58%
Holdings25
See how much of FMTZX you already own
FMTZX Mutual Fund Overlap Analysis
FMTZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMTZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FMTZX may share significant positions with broad-market funds.
FMTZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMTZX tax-loss harvesting finds highly correlated but non-identical funds.