PRRWX Mutual Fund Analysis & Holdings | MarketXLS

PRRWX Mutual Fund

NAV$25.46

AUM$96M

TER0.90%

Holdings7

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PRRWX Mutual Fund

NAV$25.46

Franklin Retirement Advantage Plus 2035 Fund Class A

AUM$96M

TER0.90%

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 PRRWX 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 PRRWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PRRWX Mutual Fund Overlap Analysis

PRRWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PRRWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PRRWX may share significant positions with broad-market funds.

PRRWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRRWX tax-loss harvesting finds highly correlated but non-identical funds.