PAAEX Mutual Fund
PAAEX Mutual Fund
NAV$17.98
AUM$302M
TER0.59%
Holdings2,378
See how much of PAAEX you already own
PAAEX Mutual Fund
NAV$17.98
Franklin Dynamic Asset Allocation Balanced Fund Class R6
AUM$302M
TER0.59%
Holdings2,378
See how much of PAAEX you already own
PAAEX Mutual Fund Overlap Analysis
PAAEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2378 holdings, PAAEX may share significant positions with broad-market funds.
PAAEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAAEX tax-loss harvesting finds highly correlated but non-identical funds.