FTGMX Mutual Fund
FTGMX Mutual Fund
NAV$23.58
TER0.51%
Holdings24
See how much of FTGMX you already own
FTGMX Mutual Fund
NAV$23.58
Franklin Growth Allocation Fund Class R6
TER0.51%
Holdings24
See how much of FTGMX you already own
FTGMX Mutual Fund Overlap Analysis
FTGMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, FTGMX may share significant positions with broad-market funds.
FTGMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGMX tax-loss harvesting finds highly correlated but non-identical funds.