PREKX Mutual Fund
PREKX Mutual Fund
NAV$35.01
AUM$11M
TER0.58%
Holdings8
PREKX Mutual Fund
NAV$35.01
Franklin Retirement Advantage Plus 2045 Fund Class R6
AUM$11M
TER0.58%
Holdings8
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.