PCJRX Mutual Fund Analysis & Holdings | MarketXLS

PCJRX Mutual Fund

NAV$13.74

TER1.60%

Holdings8

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PCJRX Mutual Fund

NAV$13.74

Franklin Retirement Advantage Plus 2065 Fund Class C

TER1.60%

Holdings8

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PCJRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PCJRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.