PAAYX Mutual Fund
PAAYX Mutual Fund
NAV$34.23
TER0.81%
Holdings8
See how much of PAAYX you already own
PAAYX Mutual Fund
NAV$34.23
Franklin Retirement Advantage Plus 2040 Fund Class R4
TER0.81%
Holdings8
See how much of PAAYX you already own
PAAYX Mutual Fund Overlap Analysis
PAAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PAAYX may share significant positions with broad-market funds.
PAAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAAYX tax-loss harvesting finds highly correlated but non-identical funds.