FTCOX Mutual Fund
FTCOX Mutual Fund
NAV$23.83
TER0.99%
Holdings5
See how much of FTCOX you already own
FTCOX Mutual Fund
NAV$23.83
Franklin Corefolio Allocation Fund Class A
TER0.99%
Holdings5
See how much of FTCOX you already own
FTCOX Mutual Fund Overlap Analysis
FTCOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTCOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTCOX may share significant positions with broad-market funds.
FTCOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTCOX tax-loss harvesting finds highly correlated but non-identical funds.