PREGX Mutual Fund
PREGX Mutual Fund
NAV$32.45
AUM$19M
TER0.55%
Holdings7
See how much of PREGX you already own
PREGX Mutual Fund
NAV$32.45
Franklin Retirement Advantage Plus 2035 Fund Class R6
AUM$19M
TER0.55%
Holdings7
See how much of PREGX you already own
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.