PLFGX Mutual Fund
PLFGX Mutual Fund
NAV$11.17
TER1.55%
Holdings2
See how much of PLFGX you already own
PLFGX Mutual Fund
NAV$11.17
Franklin Retirement Advantage Maturity Fund Class C
TER1.55%
Holdings2
See how much of PLFGX you already own
PLFGX Mutual Fund Overlap Analysis
PLFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PLFGX may share significant positions with broad-market funds.
PLFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLFGX tax-loss harvesting finds highly correlated but non-identical funds.