PRMYX Mutual Fund Analysis & Holdings | MarketXLS

PRMYX Mutual Fund

NAV$17.46

AUM$6M

TER0.68%

Holdings7

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PRMYX Mutual Fund

NAV$17.46

Franklin Retirement Advantage Plus Maturity Fund Class Y

AUM$6M

TER0.68%

Holdings7

See inside every fund you own

$45/quarter 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 PRMYX 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 PRMYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.