PCJWX Mutual Fund
PCJWX Mutual Fund
NAV$13.78
TER0.75%
Holdings8
See how much of PCJWX you already own
PCJWX Mutual Fund
NAV$13.78
Franklin Retirement Advantage Plus 2065 Fund Class R4
TER0.75%
Holdings8
See how much of PCJWX you already own
PCJWX Mutual Fund Overlap Analysis
PCJWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCJWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PCJWX may share significant positions with broad-market funds.
PCJWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCJWX tax-loss harvesting finds highly correlated but non-identical funds.