PCKHX Mutual Fund
PCKHX Mutual Fund
NAV$15.48
TER0.70%
Holdings3
See how much of PCKHX you already own
PCKHX Mutual Fund
NAV$15.48
Franklin Retirement Advantage 2065 Fund Class R4
TER0.70%
Holdings3
See how much of PCKHX you already own
PCKHX Mutual Fund Overlap Analysis
PCKHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCKHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PCKHX may share significant positions with broad-market funds.
PCKHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCKHX tax-loss harvesting finds highly correlated but non-identical funds.