PREKX Mutual Fund
PREKX Mutual Fund
NAV$34.59
AUM$11M
TER0.58%
Holdings8
See how much of PREKX you already own
PREKX Mutual Fund
NAV$34.59
Franklin Retirement Advantage Plus 2045 Fund Class R6
AUM$11M
TER0.58%
Holdings8
See how much of PREKX you already own
PREKX Mutual Fund Overlap Analysis
PREKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PREKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PREKX may share significant positions with broad-market funds.
PREKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PREKX tax-loss harvesting finds highly correlated but non-identical funds.