PADSX Mutual Fund
PADSX Mutual Fund
NAV$32.33
TER0.80%
Holdings7
PADSX Mutual Fund
NAV$32.33
Franklin Retirement Advantage Plus 2035 Fund Class R4
TER0.80%
Holdings7
PADSX Mutual Fund Overlap Analysis
PADSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PADSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PADSX may share significant positions with broad-market funds.
PADSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PADSX tax-loss harvesting finds highly correlated but non-identical funds.