PRRTX Mutual Fund
PRRTX Mutual Fund
NAV$27.62
TER0.63%
Holdings7
See how much of PRRTX you already own
PRRTX Mutual Fund
NAV$27.62
Franklin Retirement Advantage Plus 2030 Fund Class Y
TER0.63%
Holdings7
See how much of PRRTX you already own
PRRTX Mutual Fund Overlap Analysis
PRRTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PRRTX may share significant positions with broad-market funds.
PRRTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRRTX tax-loss harvesting finds highly correlated but non-identical funds.