FTMTX Mutual Fund
FTMTX Mutual Fund
NAV$16.35
AUM$379M
TER1.57%
Holdings25
See how much of FTMTX you already own
FTMTX Mutual Fund
NAV$16.35
Franklin Moderate Allocation Fund Class C
AUM$379M
TER1.57%
Holdings25
See how much of FTMTX you already own
FTMTX Mutual Fund Overlap Analysis
FTMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FTMTX may share significant positions with broad-market funds.
FTMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTMTX tax-loss harvesting finds highly correlated but non-identical funds.