FTCRX Mutual Fund
FTCRX Mutual Fund
NAV$15.10
TER1.07%
Holdings25
See how much of FTCRX you already own
FTCRX Mutual Fund
NAV$15.10
Franklin Conservative Allocation Fund Class R
TER1.07%
Holdings25
See how much of FTCRX you already own
FTCRX Mutual Fund Overlap Analysis
FTCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FTCRX may share significant positions with broad-market funds.
FTCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTCRX tax-loss harvesting finds highly correlated but non-identical funds.