PRTFX Mutual Fund Analysis & Holdings | MarketXLS

PRTFX Mutual Fund

NAV$16.79

TER0.85%

Holdings8

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PRTFX Mutual Fund

NAV$16.79

Franklin Retirement Advantage Plus 2060 Fund Class A

TER0.85%

Holdings8

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

PRTFX Mutual Fund Overlap Analysis

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

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

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