PADLX Mutual Fund
PADLX Mutual Fund
NAV$11.18
TER0.45%
Holdings2
See how much of PADLX you already own
PADLX Mutual Fund
NAV$11.18
Franklin Retirement Advantage Maturity Fund Class R6
TER0.45%
Holdings2
See how much of PADLX you already own
PADLX Mutual Fund Overlap Analysis
PADLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PADLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PADLX may share significant positions with broad-market funds.
PADLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PADLX tax-loss harvesting finds highly correlated but non-identical funds.