PCJVX Mutual Fund
NAV$13.87
TER1.00%
Holdings8
PCJVX Mutual Fund
NAV$13.87
Franklin Retirement Advantage Plus 2065 Fund Class R3
TER1.00%
Holdings8
See inside every mutual fund you own
$29/moCancel anytime.
PCJVX Mutual Fund Overlap Analysis
PCJVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCJVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PCJVX may share significant positions with broad-market funds.
PCJVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCJVX tax-loss harvesting finds highly correlated but non-identical funds.