PREZX Mutual Fund
PREZX Mutual Fund
NAV$27.68
TER0.53%
Holdings7
PREZX Mutual Fund
NAV$27.68
Franklin Retirement Advantage Plus 2030 Fund Class R6
TER0.53%
Holdings7
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.