QLMAJX Mutual Fund
QLMAJX Mutual Fund
Franklin Templeton Conservative Model Portfolio Class II
TER0.85%
Holdings19
See how much of QLMAJX you already own
QLMAJX Mutual Fund Overlap Analysis
QLMAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QLMAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, QLMAJX may share significant positions with broad-market funds.
QLMAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QLMAJX tax-loss harvesting finds highly correlated but non-identical funds.