PAADX Mutual Fund
PAADX Mutual Fund
NAV$18.45
AUM$10M
TER0.69%
Holdings2,378
See how much of PAADX you already own
PAADX Mutual Fund
NAV$18.45
Franklin Dynamic Asset Allocation Balanced Fund Class R5
AUM$10M
TER0.69%
Holdings2,378
See how much of PAADX you already own
PAADX Mutual Fund Overlap Analysis
PAADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2378 holdings, PAADX may share significant positions with broad-market funds.
PAADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAADX tax-loss harvesting finds highly correlated but non-identical funds.