PCJRX Mutual Fund
PCJRX Mutual Fund
NAV$13.57
TER1.60%
Holdings8
See how much of PCJRX you already own
PCJRX Mutual Fund
NAV$13.57
Franklin Retirement Advantage Plus 2065 Fund Class C
TER1.60%
Holdings8
See how much of PCJRX you already own
PCJRX Mutual Fund Overlap Analysis
PCJRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCJRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PCJRX may share significant positions with broad-market funds.
PCJRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCJRX tax-loss harvesting finds highly correlated but non-identical funds.