QLMAIX Mutual Fund
QLMAIX Mutual Fund
Franklin Templeton Conservative Model Portfolio Class I
TER0.60%
Holdings19
See how much of QLMAIX you already own
QLMAIX Mutual Fund Overlap Analysis
QLMAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, QLMAIX may share significant positions with broad-market funds.
QLMAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAIX tax-loss harvesting finds highly correlated but non-identical funds.