PADWX Mutual Fund
PADWX Mutual Fund
NAV$25.37
TER1.09%
Holdings8
PADWX Mutual Fund
NAV$25.37
Franklin Retirement Advantage Plus 2050 Fund Class R3
TER1.09%
Holdings8
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.