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FRLEX vs SCHAX

Shared holdings
7
FRLEX covered by SCHAX
24.51%
SCHAX covered by FRLEX
24.51%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 17 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FRLEX (March 31, 2026)

SecurityWeight
Franklin U.S. Core Equity (IU) Fund22.67%
Franklin International Core Equity (IU) Fund11.97%
Franklin U.S. Equity Index ETF9.84%
Putnam Large Cap Value Fund, Class R68.28%
Franklin Growth Fund, Class R67.82%
Franklin Emerging Market Core Equity (IU) Fund6.41%
Franklin U.S. Large Cap Multifactor Index ETF6.34%
Franklin Templeton ETF Trust FTSE JAPAN ETF5.28%
Templeton Developing Markets Trust, Class R64.90%
Putnam Large Cap Growth Fund, Class R64.51%
Franklin U.S. Core Bond ETF3.12%
Franklin Institutional US Government Money Market Fund3.05%
Templeton Foreign Fund, Class R62.09%
ClearBridge International Growth Fund, Class IS1.24%
Franklin Systematic Style Premia ETF1.06%
ISHARES CORE MSCI EMERGING MUTUAL FUND0.99%
ISH CORE EAFE0.42%

SCHAX (Jan. 30, 2026)

SecurityWeight
Franklin U.S. Large Cap Equity Fund24.69%
ClearBridge Large Cap Growth Fund18.33%
Putnam Large Cap Value Fund, Class R615.73%
Franklin International Equity Fund6.47%
Putnam Large Cap Growth Fund, Class R65.57%
Franklin Small Cap Enhanced ETF5.53%
Templeton Developing Markets Trust, Class R65.33%
ClearBridge Appreciation Fund5.09%
Templeton Foreign Fund, Class R62.50%
Franklin BSP Lending Fund, Class R62.44%
Franklin U.S. Core Bond ETF2.43%
ClearBridge International Growth Fund, Class IS2.34%
Franklin Systematic Style Premia ETF1.99%
BrandywineGLOBAL-Dynamic US Large Cap Value ETF1.19%
Invesco Government & Agency Portfolio, Institutional Class0.38%

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