PADLX Mutual Fund Analysis & Holdings | MarketXLS

PADLX Mutual Fund

NAV$11.44

TER0.45%

Holdings2

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PADLX Mutual Fund

NAV$11.44

Franklin Retirement Advantage Maturity Fund Class R6

TER0.45%

Holdings2

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

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.