PACKX Mutual Fund
PACKX Mutual Fund
NAV$17.50
TER1.07%
Holdings7
See how much of PACKX you already own
PACKX Mutual Fund
NAV$17.50
Franklin Retirement Advantage Plus Maturity Fund Class R3
TER1.07%
Holdings7
See how much of PACKX you already own
PACKX Mutual Fund Overlap Analysis
PACKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PACKX may share significant positions with broad-market funds.
PACKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACKX tax-loss harvesting finds highly correlated but non-identical funds.