PRTRX Mutual Fund Analysis & Holdings | MarketXLS

PRTRX Mutual Fund

NAV$16.88

TER1.25%

Holdings8

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PRTRX Mutual Fund

NAV$16.88

Franklin Retirement Advantage Plus 2060 Fund Class R

TER1.25%

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 PRTRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PRTRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PRTRX Mutual Fund Overlap Analysis

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

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

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