QLMAEX Mutual Fund
QLMAEX Mutual Fund
Franklin Templeton Moderate Model Portfolio Class I
TER0.57%
Holdings30
See how much of QLMAEX you already own
QLMAEX Mutual Fund Overlap Analysis
QLMAEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, QLMAEX may share significant positions with broad-market funds.
QLMAEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAEX tax-loss harvesting finds highly correlated but non-identical funds.