LLLRX Mutual Fund

NAV$18.78

AUM$463,661.39

TER1.31%

Holdings16

See how much of LLLRX you already own

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LLLRX Mutual Fund

NAV$18.78

Franklin Multi-Asset Growth Fund Class R

AUM$463,661.39

TER1.31%

Holdings16

See how much of LLLRX 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 LLLRX 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 LLLRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LLLRX Mutual Fund Overlap Analysis

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

LLLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, LLLRX may share significant positions with broad-market funds.

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