PRMAX Mutual Fund
PRMAX Mutual Fund
NAV$17.42
AUM$98M
TER0.93%
Holdings7
See how much of PRMAX you already own
PRMAX Mutual Fund
NAV$17.42
Franklin Retirement Advantage Plus Maturity Fund Class A
AUM$98M
TER0.93%
Holdings7
See how much of PRMAX you already own
PRMAX Mutual Fund Overlap Analysis
PRMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PRMAX may share significant positions with broad-market funds.
PRMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRMAX tax-loss harvesting finds highly correlated but non-identical funds.