FTLMX Mutual Fund
FTLMX Mutual Fund
NAV$14.22
TER0.40%
Holdings23
See how much of FTLMX you already own
FTLMX Mutual Fund
NAV$14.22
Franklin LifeSmart 2025 Retirement Target Fund Class R6
TER0.40%
Holdings23
See how much of FTLMX you already own
FTLMX Mutual Fund Overlap Analysis
FTLMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, FTLMX may share significant positions with broad-market funds.
FTLMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTLMX tax-loss harvesting finds highly correlated but non-identical funds.