PRTLX Mutual Fund Analysis & Holdings | MarketXLS

PRTLX Mutual Fund

NAV$16.47

TER0.60%

Holdings8

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PRTLX Mutual Fund

NAV$16.47

Franklin Retirement Advantage Plus 2055 Fund Class Y

TER0.60%

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

PRTLX Mutual Fund Overlap Analysis

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

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

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