PAAVX Mutual Fund
PAAVX Mutual Fund
NAV$14.69
TER0.80%
Holdings3
PAAVX Mutual Fund
NAV$14.69
Franklin Retirement Advantage 2060 Fund Class A
TER0.80%
Holdings3
PAAVX Mutual Fund Overlap Analysis
PAAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAAVX may share significant positions with broad-market funds.
PAAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAAVX tax-loss harvesting finds highly correlated but non-identical funds.