PRRZX Mutual Fund

NAV$26.44

AUM$146M

TER0.91%

Holdings8

See how much of PRRZX you already own

Just $25 once·$69/mo·Download sample

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PRRZX Mutual Fund

NAV$26.44

Franklin Retirement Advantage Plus 2040 Fund Class A

AUM$146M

TER0.91%

Holdings8

See how much of PRRZX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PRRZX Mutual Fund Overlap Analysis

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

PRRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PRRZX may share significant positions with broad-market funds.

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