QLMABX Mutual Fund
QLMABX Mutual Fund
Franklin Templeton Aggressive Model Portfolio Class II
TER0.88%
Holdings23
See how much of QLMABX you already own
QLMABX Mutual Fund Overlap Analysis
QLMABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, QLMABX may share significant positions with broad-market funds.
QLMABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMABX tax-loss harvesting finds highly correlated but non-identical funds.