PREHX Mutual Fund
PREHX Mutual Fund
NAV$33.93
TER0.56%
Holdings8
See how much of PREHX you already own
PREHX Mutual Fund
NAV$33.93
Franklin Retirement Advantage Plus 2040 Fund Class R6
TER0.56%
Holdings8
See how much of PREHX you already own
PREHX Mutual Fund Overlap Analysis
PREHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PREHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PREHX may share significant positions with broad-market funds.
PREHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PREHX tax-loss harvesting finds highly correlated but non-identical funds.