FTCIX Mutual Fund
FTCIX Mutual Fund
NAV$14.85
AUM$712M
TER0.82%
Holdings23
See how much of FTCIX you already own
FTCIX Mutual Fund
NAV$14.85
Franklin Conservative Allocation Fund Class A
AUM$712M
TER0.82%
Holdings23
See how much of FTCIX you already own
FTCIX Mutual Fund Overlap Analysis
FTCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, FTCIX may share significant positions with broad-market funds.
FTCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTCIX tax-loss harvesting finds highly correlated but non-identical funds.