PRZZX Mutual Fund Analysis & Holdings | MarketXLS

PRZZX Mutual Fund

NAV$34.20

AUM$4M

TER0.66%

Holdings8

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PRZZX Mutual Fund

NAV$34.20

Franklin Retirement Advantage Plus 2040 Fund Class Y

AUM$4M

TER0.66%

Holdings8

See inside every fund you own

$149/yr 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 PRZZX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

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

PRZZX Mutual Fund Overlap Analysis

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

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

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