PRTYX Mutual Fund

NAV$16.89

AUM$175,799.72

TER0.60%

Holdings8

PRTYX Mutual Fund

NAV$16.89

Franklin Retirement Advantage Plus 2060 Fund Class Y

AUM$175,799.72

TER0.60%

Holdings8

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PRTYX Mutual Fund Overlap Analysis

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

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

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