POMGX Mutual Fund
POMGX Mutual Fund
NAV$11.39
TER0.80%
Holdings2
See how much of POMGX you already own
POMGX Mutual Fund
NAV$11.39
Franklin Retirement Advantage Maturity Fund Class A
TER0.80%
Holdings2
See how much of POMGX you already own
POMGX Mutual Fund Overlap Analysis
POMGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
POMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, POMGX may share significant positions with broad-market funds.
POMGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POMGX tax-loss harvesting finds highly correlated but non-identical funds.