PRRUX Mutual Fund
PRRUX Mutual Fund
NAV$25.39
AUM$7M
TER0.69%
Holdings8
PRRUX Mutual Fund
NAV$25.39
Franklin Retirement Advantage Plus 2050 Fund Class Y
AUM$7M
TER0.69%
Holdings8
PRRUX Mutual Fund Overlap Analysis
PRRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PRRUX may share significant positions with broad-market funds.
PRRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRRUX tax-loss harvesting finds highly correlated but non-identical funds.