FTMLX Mutual Fund
FTMLX Mutual Fund
NAV$17.49
TER0.51%
Holdings25
See how much of FTMLX you already own
FTMLX Mutual Fund
NAV$17.49
Franklin Moderate Allocation Fund Class R6
TER0.51%
Holdings25
See how much of FTMLX you already own
FTMLX Mutual Fund Overlap Analysis
FTMLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTMLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FTMLX may share significant positions with broad-market funds.
FTMLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTMLX tax-loss harvesting finds highly correlated but non-identical funds.