FRELX Mutual Fund
FRELX Mutual Fund
NAV$14.28
TER0.95%
Holdings23
See how much of FRELX you already own
FRELX Mutual Fund
NAV$14.28
Franklin LifeSmart 2025 Retirement Target Fund Class R
TER0.95%
Holdings23
See how much of FRELX you already own
FRELX Mutual Fund Overlap Analysis
FRELX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRELX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, FRELX may share significant positions with broad-market funds.
FRELX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRELX tax-loss harvesting finds highly correlated but non-identical funds.