PACKX Mutual Fund

NAV$17.40

TER1.07%

Holdings7

PACKX Mutual Fund

NAV$17.40

Franklin Retirement Advantage Plus Maturity Fund Class R3

TER1.07%

Holdings7

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PACKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PACKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.