FTLQX Mutual Fund
FTLQX Mutual Fund
NAV$23.42
AUM$1M
TER0.69%
Holdings5
See how much of FTLQX you already own
FTLQX Mutual Fund
NAV$23.42
Franklin Corefolio Allocation Fund Class R6
AUM$1M
TER0.69%
Holdings5
See how much of FTLQX you already own
FTLQX Mutual Fund Overlap Analysis
FTLQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTLQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTLQX may share significant positions with broad-market funds.
FTLQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTLQX tax-loss harvesting finds highly correlated but non-identical funds.