PRTJX Mutual Fund
PRTJX Mutual Fund
NAV$10.54
TER1.55%
Holdings4
PRTJX Mutual Fund
NAV$10.54
Putnam Retirement Advantage 2025 Fund Class C
TER1.55%
Holdings4
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.