PADRX Mutual Fund
PADRX Mutual Fund
NAV$27.37
TER0.63%
Holdings7
See how much of PADRX you already own
PADRX Mutual Fund
NAV$27.37
Franklin Retirement Advantage Plus 2030 Fund Class R5
TER0.63%
Holdings7
See how much of PADRX you already own
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.