PADWX Mutual Fund
PADWX Mutual Fund
NAV$25.02
TER1.09%
Holdings8
See how much of PADWX you already own
PADWX Mutual Fund
NAV$25.02
Franklin Retirement Advantage Plus 2050 Fund Class R3
TER1.09%
Holdings8
See how much of PADWX you already own
PADWX Mutual Fund Overlap Analysis
PADWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PADWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PADWX may share significant positions with broad-market funds.
PADWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PADWX tax-loss harvesting finds highly correlated but non-identical funds.