PREWX Mutual Fund

NAV$17.48

AUM$4M

TER0.58%

Holdings7

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PREWX Mutual Fund

NAV$17.48

Franklin Retirement Advantage Plus Maturity Fund Class R6

AUM$4M

TER0.58%

Holdings7

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PREWX Mutual Fund Overlap Analysis

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

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

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