PADVX Mutual Fund
PADVX Mutual Fund
NAV$32.42
TER0.65%
Holdings7
See how much of PADVX you already own
PADVX Mutual Fund
NAV$32.42
Franklin Retirement Advantage Plus 2035 Fund Class R5
TER0.65%
Holdings7
See how much of PADVX you already own
PADVX Mutual Fund Overlap Analysis
PADVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PADVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PADVX may share significant positions with broad-market funds.
PADVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PADVX tax-loss harvesting finds highly correlated but non-identical funds.