PAARX Mutual Fund
PAARX Mutual Fund
NAV$17.99
AUM$37M
TER1.15%
Holdings2,378
See how much of PAARX you already own
PAARX Mutual Fund
NAV$17.99
Franklin Dynamic Asset Allocation Balanced Fund Class R
AUM$37M
TER1.15%
Holdings2,378
See how much of PAARX you already own
PAARX Mutual Fund Overlap Analysis
PAARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2378 holdings, PAARX may share significant positions with broad-market funds.
PAARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAARX tax-loss harvesting finds highly correlated but non-identical funds.