PADRX Mutual Fund
PADRX Mutual Fund
NAV$27.65
TER0.63%
Holdings7
PADRX Mutual Fund
NAV$27.65
Franklin Retirement Advantage Plus 2030 Fund Class R5
TER0.63%
Holdings7
PADRX Mutual Fund Overlap Analysis
PADRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PADRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PADRX may share significant positions with broad-market funds.
PADRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PADRX tax-loss harvesting finds highly correlated but non-identical funds.