PREZX Mutual Fund
PREZX Mutual Fund
NAV$27.40
TER0.53%
Holdings7
See how much of PREZX you already own
PREZX Mutual Fund
NAV$27.40
Franklin Retirement Advantage Plus 2030 Fund Class R6
TER0.53%
Holdings7
See how much of PREZX you already own
PREZX Mutual Fund Overlap Analysis
PREZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PREZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PREZX may share significant positions with broad-market funds.
PREZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PREZX tax-loss harvesting finds highly correlated but non-identical funds.