QLMAAX Mutual Fund
QLMAAX Mutual Fund
Franklin Templeton Aggressive Model Portfolio CLass I
TER0.63%
Holdings23
See how much of QLMAAX you already own
QLMAAX Mutual Fund Overlap Analysis
QLMAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, QLMAAX may share significant positions with broad-market funds.
QLMAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAAX tax-loss harvesting finds highly correlated but non-identical funds.