PRVLX Mutual Fund
PRVLX Mutual Fund
NAV$25.82
TER0.93%
Holdings8
PRVLX Mutual Fund
NAV$25.82
Franklin Retirement Advantage Plus 2045 Fund Class A
TER0.93%
Holdings8
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.