FRTCX Mutual Fund
FRTCX Mutual Fund
NAV$11.11
TER1.42%
Holdings15
See how much of FRTCX you already own
FRTCX Mutual Fund
NAV$11.11
Franklin LifeSmart Retirement Income Fund Class C
TER1.42%
Holdings15
See how much of FRTCX you already own
FRTCX Mutual Fund Overlap Analysis
FRTCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, FRTCX may share significant positions with broad-market funds.
FRTCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRTCX tax-loss harvesting finds highly correlated but non-identical funds.