FTMRX Mutual Fund
FTMRX Mutual Fund
NAV$17.36
TER1.07%
Holdings25
See how much of FTMRX you already own
FTMRX Mutual Fund
NAV$17.36
Franklin Moderate Allocation Fund Class R
TER1.07%
Holdings25
See how much of FTMRX you already own
FTMRX Mutual Fund Overlap Analysis
FTMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FTMRX may share significant positions with broad-market funds.
FTMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTMRX tax-loss harvesting finds highly correlated but non-identical funds.