LLMRX Mutual Fund

NAV$17.60

AUM$571,369.61

TER1.39%

Holdings18

See how much of LLMRX you already own

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LLMRX Mutual Fund

NAV$17.60

Franklin Multi-Asset Moderate Growth Fund Class R

AUM$571,369.61

TER1.39%

Holdings18

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

LLMRX Mutual Fund Overlap Analysis

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

LLMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LLMRX may share significant positions with broad-market funds.

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