QLMAGX Mutual Fund
QLMAGX Mutual Fund
Franklin Templeton Moderately Conservative Model Portfolio Class I
TER0.57%
Holdings26
See how much of QLMAGX you already own
QLMAGX Mutual Fund Overlap Analysis
QLMAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, QLMAGX may share significant positions with broad-market funds.
QLMAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAGX tax-loss harvesting finds highly correlated but non-identical funds.