FTGMX Mutual Fund
FTGMX Mutual Fund
NAV$23.68
TER0.51%
Holdings24
FTGMX Mutual Fund
NAV$23.68
Franklin Growth Allocation Fund Class R6
TER0.51%
Holdings24
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.