PREGX Mutual Fund

NAV$32.29

AUM$19M

TER0.55%

Holdings7

PREGX Mutual Fund

NAV$32.29

Franklin Retirement Advantage Plus 2035 Fund Class R6

AUM$19M

TER0.55%

Holdings7

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Holdings Overlap Analysis

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

PREGX Mutual Fund Overlap Analysis

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

PREGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PREGX may share significant positions with broad-market funds.

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