FTRCX Mutual Fund

NAV$16.18

AUM$20M

TER1.45%

Holdings22

See how much of FTRCX you already own

Just $25 once·$99/mo·Download sample

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FTRCX Mutual Fund

NAV$16.18

Franklin LifeSmart 2035 Retirement Target Fund Class C

AUM$20M

TER1.45%

Holdings22

See how much of FTRCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare FTRCX 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 FTRCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FTRCX Mutual Fund Overlap Analysis

FTRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FTRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, FTRCX may share significant positions with broad-market funds.

FTRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTRCX tax-loss harvesting finds highly correlated but non-identical funds.