PRTJX Mutual Fund
PRTJX Mutual Fund
NAV$10.54
TER1.55%
Holdings4
See how much of PRTJX you already own
PRTJX Mutual Fund
NAV$10.54
Putnam Retirement Advantage 2025 Fund Class C
TER1.55%
Holdings4
See how much of PRTJX you already own
PRTJX Mutual Fund Overlap Analysis
PRTJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRTJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PRTJX may share significant positions with broad-market funds.
PRTJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRTJX tax-loss harvesting finds highly correlated but non-identical funds.