PRMYX Mutual Fund
PRMYX Mutual Fund
NAV$17.28
AUM$6M
TER0.68%
Holdings7
See how much of PRMYX you already own
PRMYX Mutual Fund
NAV$17.28
Franklin Retirement Advantage Plus Maturity Fund Class Y
AUM$6M
TER0.68%
Holdings7
See how much of PRMYX you already own
PRMYX Mutual Fund Overlap Analysis
PRMYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRMYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PRMYX may share significant positions with broad-market funds.
PRMYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRMYX tax-loss harvesting finds highly correlated but non-identical funds.