PADNX Mutual Fund
PADNX Mutual Fund
NAV$27.59
TER0.78%
Holdings7
PADNX Mutual Fund
NAV$27.59
Franklin Retirement Advantage Plus 2030 Fund Class R4
TER0.78%
Holdings7
PADNX Mutual Fund Overlap Analysis
PADNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PADNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PADNX may share significant positions with broad-market funds.
PADNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PADNX tax-loss harvesting finds highly correlated but non-identical funds.