FTCZX Mutual Fund
FTCZX Mutual Fund
NAV$15.26
AUM$42M
TER0.57%
Holdings25
See how much of FTCZX you already own
FTCZX Mutual Fund
NAV$15.26
Franklin Conservative Allocation Fund Advisor Class
AUM$42M
TER0.57%
Holdings25
See how much of FTCZX you already own
FTCZX Mutual Fund Overlap Analysis
FTCZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FTCZX may share significant positions with broad-market funds.
FTCZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTCZX tax-loss harvesting finds highly correlated but non-identical funds.