FTLQX Mutual Fund Analysis & Holdings | MarketXLS

FTLQX Mutual Fund

NAV$24.34

AUM$1M

TER0.70%

Holdings5

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FTLQX Mutual Fund

NAV$24.34

Franklin Corefolio Allocation Fund Class R6

AUM$1M

TER0.70%

Holdings5

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FTLQX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FTLQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.