PAAEX Mutual Fund

NAV$18.35

AUM$302M

TER0.59%

Holdings2,378

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PAAEX Mutual Fund

NAV$18.35

Franklin Dynamic Asset Allocation Balanced Fund Class R6

AUM$302M

TER0.59%

Holdings2,378

See inside every fund you own

$99/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 PAAEX 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 PAAEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.