FTGTX Mutual Fund
FTGTX Mutual Fund
NAV$22.13
TER1.58%
Holdings24
See how much of FTGTX you already own
FTGTX Mutual Fund
NAV$22.13
Franklin Growth Allocation Fund Class C
TER1.58%
Holdings24
See how much of FTGTX you already own
FTGTX Mutual Fund Overlap Analysis
FTGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, FTGTX may share significant positions with broad-market funds.
FTGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGTX tax-loss harvesting finds highly correlated but non-identical funds.