QLMAFX Mutual Fund
QLMAFX Mutual Fund
Franklin Templeton Moderate Model Portfolio Class II
TER0.82%
Holdings30
See how much of QLMAFX you already own
QLMAFX Mutual Fund Overlap Analysis
QLMAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, QLMAFX may share significant positions with broad-market funds.
QLMAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAFX tax-loss harvesting finds highly correlated but non-identical funds.