PCKBX Mutual Fund Analysis & Holdings | MarketXLS

PCKBX Mutual Fund

NAV$15.24

TER1.55%

Holdings3

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PCKBX Mutual Fund

NAV$15.24

Franklin Retirement Advantage 2065 Fund Class C

TER1.55%

Holdings3

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 PCKBX 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 PCKBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCKBX Mutual Fund Overlap Analysis

PCKBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PCKBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PCKBX may share significant positions with broad-market funds.

PCKBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCKBX tax-loss harvesting finds highly correlated but non-identical funds.