PEFGX Mutual Fund Analysis & Holdings | MarketXLS

PEFGX Mutual Fund

NAV$16.97

TER0.50%

Holdings8

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PEFGX Mutual Fund

NAV$16.97

Franklin Retirement Advantage Plus 2060 Fund Class R6

TER0.50%

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

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Discover Portfolio Overlap

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

PEFGX Mutual Fund Overlap Analysis

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

PEFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PEFGX may share significant positions with broad-market funds.

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