PRVYX Mutual Fund
PRVYX Mutual Fund
NAV$34.56
AUM$8M
TER0.68%
Holdings8
See how much of PRVYX you already own
PRVYX Mutual Fund
NAV$34.56
Franklin Retirement Advantage Plus 2045 Fund Class Y
AUM$8M
TER0.68%
Holdings8
See how much of PRVYX you already own
PRVYX Mutual Fund Overlap Analysis
PRVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PRVYX may share significant positions with broad-market funds.
PRVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRVYX tax-loss harvesting finds highly correlated but non-identical funds.