PRVLX Mutual Fund
PRVLX Mutual Fund
NAV$25.51
TER0.93%
Holdings8
See how much of PRVLX you already own
PRVLX Mutual Fund
NAV$25.51
Franklin Retirement Advantage Plus 2045 Fund Class A
TER0.93%
Holdings8
See how much of PRVLX you already own
PRVLX Mutual Fund Overlap Analysis
PRVLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PRVLX may share significant positions with broad-market funds.
PRVLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRVLX tax-loss harvesting finds highly correlated but non-identical funds.